Carter Cowan, Aif Crps Email and Phone Number
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Specialties: Corporate Retirement Plans401k Plan ConsultingIRA RolloversOklahoma 529 College Savings PlansEstate & Wealth Preservation TechniquesAlternative Investment AvailabilityFact Based InvestingRisk ManagementReal Estate Investment TrustsAnnuitiesFinancial AdvisorRetirement Income Planning
Northstar Wealth Management, Llc
View- Website:
- northstarwealthmgt.com
- Employees:
- 5
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Accredited Investment Fiduciary And Chartered Retirement Plans SpecialistNorthstar Wealth Management, LlcTulsa, Ok, Us
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Accredited Investment Fiduciary & Chartered Retirement Plans SpecialistNorthstar Wealth Management, Llc Sep 2011 - PresentTulsa, Oklahoma AreaAs a Fee-Based Financial Advisor in Tulsa, I take a consultative role to assist personal clients and corporations with retirement plan needs analysis and implementation. My background in 401k Plans, Retirement Benefits and the ability to customize a Retirement Income Plan for my clients is what sets me apart from my competitors. With over 20 years experience as a 401k Plan Relationship Manager, I bring a hands on approach to all your Retirement Plan and Fiduciary concerns, not just your Investment Consulting.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Northstar Wealth Management, LLC are not affiliated.
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Chartered Retirement Plans SpecialistMorgan Stanley Smith Barney May 2008 - Sep 2011Working with companies of all sizes, I take a consultative role to ensure that their retirement plan, investments and employee education measure up to industry standards. There is great value to employees when the retirement plan actually focuses on helping employees to get "through" retirement with a comfortable lifestyle. -
Financial AdvisorMerrill Lynch Jan 2005 - May 2008As a Financial Advisor in the Paths of Achievement Program, I built my business by working with business owners and individuals with a desire to plan, prepare for and design a retirement strategy that would allow them to live the lifestyle they were accustomed to. With a broad mix of clients, my focus has been helping businesses with their 401k plans while also establishing a strong base of clients that I help with investments, retirement planning, strategic tax and investment alternatives and IRA rollover strategies. -
Vice PresidentBank Of Oklahoma Jul 1998 - Jan 2005Tulsa, Oklahoma AreaAs a Relationship Manager of Institutional Wealth Management, I was responsible for leading clients through conversion of their 401k plan, to maintaining a compliant and competitive retirement plan for the company and their employees. As a 401k Plan Relationship Manager, my duties included day to day problem resolution, mutual fund review and style box analysis, fiduciary and compliance education of the 401k committee, employee education and training, as well as working toward getting each employee retirement ready.
Carter Cowan, Aif Crps Skills
Carter Cowan, Aif Crps Education Details
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Business -
Deer Creek High School -
Fruita Monument High School
Frequently Asked Questions about Carter Cowan, Aif Crps
What company does Carter Cowan, Aif Crps work for?
Carter Cowan, Aif Crps works for Northstar Wealth Management, Llc
What is Carter Cowan, Aif Crps's role at the current company?
Carter Cowan, Aif Crps's current role is Accredited Investment Fiduciary and Chartered Retirement Plans Specialist.
What is Carter Cowan, Aif Crps's email address?
Carter Cowan, Aif Crps's email address is cc****@****rwm.com
What is Carter Cowan, Aif Crps's direct phone number?
Carter Cowan, Aif Crps's direct phone number is (206) 618*****
What schools did Carter Cowan, Aif Crps attend?
Carter Cowan, Aif Crps attended Oklahoma State University, University Of Oklahoma - Price College Of Business, Deer Creek High School, Fruita Monument High School.
What are some of Carter Cowan, Aif Crps's interests?
Carter Cowan, Aif Crps has interest in Contact Me At, Boating, Being A Dad, Skiing, Hybrid Technology, Or (918) 497 9252, Ccowan@northstarwm, Com, Golf, Fiduciary Training.
What skills is Carter Cowan, Aif Crps known for?
Carter Cowan, Aif Crps has skills like Wealth Management, Alternative Investments, Retirement, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investments, 401k, Financial Services.
Who are Carter Cowan, Aif Crps's colleagues?
Carter Cowan, Aif Crps's colleagues are Megan Gatlin, Kelley Sanders, Sophie Wagner.
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