Unclaimed Profile

Carrie Jeanne Ackley

HIGHLAND HOLDINGS, LLC·EDINA, Minnesota

SIE, Series 7, Series 24, Series 53, Series 66Clean record12 years registeredHIGHLAND HOLDINGS, LLC

7760 FRANCE AVENUE SOUTH, EDINA, MN 55435CRD# 4881607Firm CRD# 332056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carrie Jeanne Ackley · EDINA, MN

Registration

CRD #4881607 · HIGHLAND HOLDINGS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HIGHLAND HOLDINGS, LLC

DSG CAPITAL ADVISORS, LLC

Aug 2024 – Sep 2025

EDINA, MN

HIGHTOWER ADVISORS, LLC

Nov 2022 – Aug 2024

Edina, MN

COMMONWEALTH FINANCIAL NETWORK

Aug 2018 – Oct 2022

Bloomington, MN

CRI SECURITIES, LLC

Oct 2017 – Aug 2018

BLOOMINGTON, MN

SECURIAN FINANCIAL SERVICES, INC.

Oct 2017 – Aug 2018

BLOOMINGTON, MN

CRI SECURITIES, LLC

Jan 2014 – Jun 2016

ST PAUL, MN

SECURIAN FINANCIAL SERVICES, INC.

Jan 2014 – Jun 2016

ST PAUL, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · January 15, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DSG CAPITAL ADVISORS, LLC

CRD 332056 · SEC 801-130879

AUM

$655M

Regulatory assets under management

Employees

476 client accounts

Services offered by DSG CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DSG CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Carrie Jeanne Ackley offer?

Carrie Jeanne Ackley specializes in Financial Planning, Investment Management.

What are Carrie Jeanne Ackley's credentials?

Carrie Jeanne Ackley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carrie Jeanne Ackley located?

Carrie Jeanne Ackley is based in EDINA, Minnesota, last registered with HIGHLAND HOLDINGS, LLC.

How does Carrie Jeanne Ackley charge for services?

Carrie Jeanne Ackley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHLAND HOLDINGS, LLC?

HIGHLAND HOLDINGS, LLC has approximately 11 employees and manages $655M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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