Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mac? Claim Your ProfileMac Carpenter is a financial advisor based in Kokomo, IN, with over 27 years of experience in the industry. Mac is currently registered with Creative Financial Designs, Inc., and has held previous positions with Ameriprise Financial Services, Inc., Sigma Financial Corporation, Allstate Financial Services, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Mac offers a variety of financial services, including financial planning, educational seminars, and portfolio management for individuals and businesses. Mac is also a registered Investment Advisor Representative in Michigan.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
IN
09/20/2016 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
MI
07/30/2013 - 09/20/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Grand Rapids MI)
MI
06/21/2002 - 07/31/2013
SIGMA FINANCIAL CORPORATION (GRAND RAPIDS MI)
NE
03/01/2002 - 06/20/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MN
03/14/1995 - 01/28/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/14/1995 - 01/28/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mac Carpenter is the right advisor for you? Invested Better is here to help.
