Carter M Klaas

Current Employers

Employment History

• 05/2020 → 08/2021
  Securian Financial Services
  Saint Paul, MN
• 05/2020 → 08/2021
  Minnesota Life Insurance Company
  Saint Paul, MN
• 05/2020 → 08/2021
  North Star Resource Group
  Saint Paul, MN
• 05/2020 → 08/2021
  Cri Securities
  Saint Paul, MN
• 09/2016 → 05/2020
  University Of Wisconsin-Madison
  Madison, WI
• 09/2019 → 08/2021
  Uw Credit Union
  Madison, WI
• 09/2019 → 12/2019
  University Of Wisconsin-Madison
  Madison, WI
• 05/2019 → 09/2019
  Rsm Wealth Managment Llc
  Madison, WI
• 09/2016 → 05/2019
  Alpha Chi Omega
  Madison, WI
• 05/2018 → 09/2018
  Maple Bluff Country Club
  Madison, WI
• 05/2017 → 09/2017
  Maple Bluff Country Club
  Madison, WI
• 05/2016 → 09/2016
  Maple Bluff Country Club
  Madison, WI
• 09/2012 → 09/2016
  Mcfarland High School
  Mcfarland, WI
• 08/2021 → Present
  Rosemeyer Management Group
  Plateville, WI

Previous Registrations

• 2020-09-24 → 2021-08-10
  Securian Financial Services, Inc.
  Madison, WI
• 2020-09-24 → 2021-08-10
  Cri Securities, Llc
  Madison, WI

Other Businesses

* UW Credit Union; Madison, WI; non investment related; Community Partnerships Intern; 09/19-ongoing; 64 hrs/mo' 56 hrs/mo trade hours. NORTH STAR CONSULTANTS AND NORTH STAR BROKERAGE GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: 2701 University Ave SE, Minneapolis MN 55414, United States DESCRIPTION: Offering clients group/employee benefits and fixed insurance options (with the exception of annuities) outside of the carriers that have selling arrangements with Securian Financialor MN Life Insurance Co. "REAL LIFE FINANCIAL PLANNING" BOOK POSITION: Contributing author NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2020 ADDRESS: 2945 Triverton Pike Dr., Ste 200, Madison WI 53711, United States DESCRIPTION: This is a book that will be used to help potential clients understand the financial planning process we use and our values. My contribution is the concrete examples "case studies" simulating a situation and the implementation of the financial planning process specific to their needs and situation. Its intent is to be a marketing device--I do not expect to make money from this venture as we give away the book for free 90% of the time.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-14