Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Selene? Claim Your ProfileSelene Serkland is an investment advisor representative with Carlson Capital Management, LLC. Selene is a Certified Financial Planner and has been in the financial services industry since 2013. Selene has been with Carlson Capital Management since 2020 and holds registrations in Minnesota. Selene's previous experience includes positions at Hammond Group Inc, RMB Capital, and Montessori School of Lake Forest.
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.
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
MN
05/11/2023 - Present
Carlson Capital Management, LLC (Bloomington MN)
Active
Inactive
Not sure Selene Serkland is the right advisor for you? Invested Better is here to help.
