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Carrie Jeanne Ackley

HIGHLAND HOLDINGS, LLC·EDINA, Minnesota
Unclaimed Profile
7760 FRANCE AVENUE SOUTH, EDINA, MN 55435CRD# 4881607Firm CRD# 332056
01

About

Carrie Jeanne Ackley is a registered financial advisor based in EDINA, Minnesota, affiliated with HIGHLAND HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DSG CAPITAL ADVISORS, LLC
DSG CAPITAL ADVISORS, LLC
AUM
$655M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at DSG CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4881607
Firm CRD# 332056
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carrie Jeanne Ackley offer?
Carrie Jeanne Ackley specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.
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, working with HIGHLAND HOLDINGS, LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
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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Other advisors in EDINA
Seth Lawrence Cogswell — RUNNING OAK CAPITAL LLCChristine Marie Sorensen — TRADITION WEALTH MANAGEMENT LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCPeter James Conrad — FIRST LIGHT ASSET MANAGEMENT, LLCRyan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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