linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Carrie Jeanne Ackley

DSG Capital Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carrie? Claim Your Profile

About Carrie Jeanne Ackley

Carrie Jeanne Ackley is an Investment Advisor Representative at DSG Capital Advisors, LLC in Edina, Minnesota. Carrie has been in the financial services industry since 2004. Carrie is licensed to provide investment advice in Minnesota. Previously, Carrie worked at HIGHTOWER SECURITIES, LLC, COMMONWEALTH FINANCIAL NETWORK, CRI SECURITIES, LLC, and SECURIAN FINANCIAL SERVICES, INC.

Firm Information

Carrie Ackley is currently registered with DSG Capital Advisors, LLC. DSG Capital Advisors, LLC is an investment advisor located in Edina, Minnesota. The firm manages approximately $655 million in assets for individuals, high-net-worth individuals, charitable organizations, and pension plans. They provide portfolio management and financial planning services.
DSG Capital Advisors, LLC

7760 FRANCE AVENUE SOUTH

EDINA, MN 55435

$655.13M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carrie Ackley’s Registration & Firm History

MN

08/16/2024 - Present

DSG Capital Advisors, LLC (EDINA MN)

MN

11/10/2022 - 08/16/2024

HIGHTOWER SECURITIES, LLC (Minneapolis MN)

MN

08/15/2018 - 10/28/2022

COMMONWEALTH FINANCIAL NETWORK (Bloomington MN)

MN

09/12/2016 - 08/16/2018

CRI SECURITIES, LLC (BLOOMINGTON MN)

MN

09/12/2016 - 08/16/2018

SECURIAN FINANCIAL SERVICES, INC. (BLOOMINGTON MN)

MN

12/01/2006 - 06/22/2016

CRI SECURITIES, LLC (ST PAUL MN)

MN

03/29/2006 - 06/22/2016

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

Not sure if Carrie Jeanne Ackley is right for you?

Licenses & Designations

BOTH

Issued 01/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/14/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carrie Jeanne Ackley.
Not sure if Carrie Jeanne Ackley is right for you?