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Carrie Marie Sandquist

Northland Securities, Inc.

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About Carrie Marie Sandquist

Carrie Sandquist is a financial professional with over 9 years of experience in the industry. Carrie is a registered representative with Northland Securities, Inc. and holds the Series 53, Series 52, Series 50, Series 63 and SIE licenses. She is licensed in Minnesota. Carrie's firm provides advisory services to individuals, high-net-worth individuals, charitable organizations and pension and profit-sharing plans.

Firm Information

Carrie Sandquist is currently registered with Northland Securities, Inc.. Northland Securities, Inc. is a Minneapolis, Minnesota-based corporation, formed in September 1995. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. It also offers research services. Northland Securities, Inc. manages over $236 million in regulatory assets for 826 total accounts.
Northland Securities, Inc.

150 SOUTH 5TH STREET

MINNEAPOLIS, MN 55402

$236.67M

Assets Under Management

117

Total Clients

86

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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research services

Research services

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.

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fixed fees

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

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percentage of assets

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

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other

Negotiated

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Carrie Sandquist’s Registration & Firm History

MN

11/20/2013 - Present

Northland Securities, Inc. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 02/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 11/20/2013

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Marie Sandquist.
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