Angela Marie Baggett

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 06/2019
  Bernicke Wealth Management, Ltd.
  Altoona, WI
• 06/2016 → 06/2019
  Triad Advisors, Inc.
  Altoona, WI
• 06/2019 → 10/2019
  Unemployed
  Colfax, WI
• 10/2018 → 09/2020
  Mary Kay
  Colfax, WI
• 09/2020 → 07/2026
  Zyia
  Wheeler, WI
• 03/2008 → Present
  Angela Marie Carstens
  Eau Claire, WI

Previous Registrations

• 2012-10-15 → 2019-06-07
  Bernicke Wealth Management, Ltd.
  Altoona, WI
• 2009-01-02 → 2012-10-16
  Raymond James Financial Services Advisors, Inc
  Eau Claire, WI
  Saint Petersburg, FL
• 2008-07-16 → 2009-01-02
  Raymond James Financial Services, Inc.
  Eau Claire, WI
• 2008-02-15 → 2008-07-16
  Sii Investments, Inc.
  Eau Claire, WI

Other Businesses

1.) DECADES FINANCIAL, LLC - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - EAU CLAIRE, WI - SINCE 10/2019 - INVESTMENT RELATED 2.) ANGELA MARIE CARSTENS - INSURANCE AGENT - NON-VARIABLE INSURANCE - EAU CLAIRE, WI - SINCE 03/2008 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2008-02-14

Other Names

• Angie Maukstad
• Angela Marie Carstens
• Angie Carstens
• Angela Marie Maukstad