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Beth Kristen Carrington

Perceptive Edge Investment Management, Inc.

Wayzata, MN

CRD 4511565

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Employer firm

Perceptive Edge Investment Management, Inc. CRD 119436

$505M regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Perceptive Edge Investment Management, Inc.

15600 Wayzata Blvd. Suite 101, Wayzata, MN 55391 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-01-21
  • MN RA
    APPROVED
    Since 2014-01-21

Branch Locations

15600 Wayzata Blvd. Suite 101, Wayzata, MN 55391 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Perceptive Edge Wayzata MN 01/2002 Present
  • 01/2002 → Present
    Perceptive Edge
    Wayzata, MN
Other Names
  • Beth Kristen Anderson
  • Beth K Carrington

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
LARSON FINANCIAL GROUP, LLC
EDWARD JONES

Nearby Investors

JOSEPH ANTHONY DELMONICO
GREGORY CHARLES RIELAND
BRIAN JEROME WARPINSKI

Nearby Offices

MORGAN STANLEY · Wayzata, MN
LARSON FINANCIAL GROUP, LLC · Wayzata, MN
EDWARD JONES · Wayzata, MN

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