Passionate about providing you with exceptional service throughout your financial journey.
As LPL Associate Financial Consultant, Caralie assists and advises clients with their personal investments and financial plans. She enjoys getting to know each individual and learning about what is most important to them. By developing a thorough understanding of their personal finances and long-term financial plans, Caralie builds trusted relationships with her clients, serving as their primary point of contact throughout their financial planning journey.
Experience
- Experience in financial planning, wealth management and commercial credit
- Series 7 and 66 FINRA licenses
- Wisconsin Life, Health and Accident insurance licenses
- Bachelor’s degree in finance
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Community Involvement
- Tempo Kenosha Board Member
- Active volunteer for Crossway Community Church