Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Lynn Strehlow is a financial advisor registered with Independent Financial Partners. She has been in the financial services industry since March 13, 2016, and is licensed to provide investment advice in Wisconsin. Carol Lynn has experience working with individual clients, high-net-worth individuals, corporations, and retirement plans. She specializes in financial planning, portfolio management, and retirement planning. Carol Lynn is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
WI
03/15/2016 - Present
Independent Financial Partners (Waukesha WI)
WI
03/14/2016 - 05/23/2019
LPL FINANCIAL LLC (WAUKESHA WI)
BC
Issued 02/18/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carol Strehlow is the right advisor for you? Invested Better is here to help.
