Carl E Ekstrom

Current Employers

Employment History

• 07/2015 → 01/2021
  Scottrade
  Green Bay, WI
• 02/2018 → 01/2021
  Td Ameritrade, Inc.
  Green Bay, WI
• 02/2018 → 01/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 01/2021 → 06/2021
  Ameriprise Financial Services Inc
  De Pere, WI
• 07/2021 → 06/2023
  Charles Schwab & Co., Inc.
  Appleton, WI
• 07/2021 → 06/2023
  Charles Schwab Bank, Ssb
  Appleton, WI
• 07/2021 → 06/2023
  Td Ameritrade, Inc.
  Appleton, WI
• 07/2021 → 06/2023
  Td Ameritrade Investment Management, Llc
  Appleton, WI
• 06/2023 → 12/2024
  Financial Planning And Information Services Inc.
  De Pere, WI
• 01/2025 → Present
  Hightower Advisors, Llc
  De Pere, WI

Previous Registrations

• 2023-06-30 → 2025-02-04
  Financial Planning And Information Services, Inc.
  De Pere, WI
• 2022-01-26 → 2023-07-03
  Charles Schwab & Co., Inc.
  Appleton, WI
• 2021-07-27 → 2023-07-03
  Td Ameritrade Investment Management, Llc
  Appleton, WI
• 2021-07-27 → 2022-10-14
  Td Ameritrade, Inc.
  Appleton, WI
• 2021-07-21 → 2021-07-27
  Charles Schwab & Co., Inc.
  Milwaukee, WI
  Appleton, WI
• 2021-01-05 → 2021-06-21
  Ameriprise Financial Services, Llc
  De Pere, WI
• 2018-02-27 → 2021-01-11
  Td Ameritrade, Inc.
  Appleton, WI
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Green Bay, WI
• 2017-01-20 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-01-20
• S63 Uniform Securities Agent State Law Examination
  2015-10-16

Designations

Other Names

• Carl Ekstrom
• Carl Erik Ekstrom
• Carl E Erik
• Carl E Ekstrom