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Carrie Meg Willis

GRANITE EQUITY PARTNERS LLC·ST. CLOUD, Minnesota
Unclaimed Profile
122 12TH AVE N, ST. CLOUD, MN 56303CRD# 7358101Firm CRD# 158378
01

About

Carrie Meg Willis is a registered financial advisor based in ST. CLOUD, Minnesota, affiliated with GRANITE EQUITY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GRANITE EQUITY PARTNERS LLC
GRANITE PARTNERS
AUM
$1.4B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at GRANITE EQUITY PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7358101
Firm CRD# 158378
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carrie Meg Willis offer?
Carrie Meg Willis specializes in Retirement Planning. Contact their office in ST. CLOUD, Minnesota for a consultation.
What are Carrie Meg Willis's credentials?
Carrie Meg Willis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carrie Meg Willis located?
Carrie Meg Willis is based in ST. CLOUD, Minnesota, working with GRANITE EQUITY PARTNERS LLC. Their office serves clients in the ST. CLOUD metropolitan area and surrounding communities.
How does Carrie Meg Willis charge for services?
Carrie Meg Willis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANITE EQUITY PARTNERS LLC?
GRANITE EQUITY PARTNERS LLC has approximately 30 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ST. CLOUD
Thomas Donald St Hilaire — MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.Arthur Raymond Monaghan — GRANITE EQUITY PARTNERS LLCPatrick Kent Edeburn — GRANITE EQUITY PARTNERS LLCRichard Leo Bauerly — GRANITE EQUITY PARTNERS LLCChristopher L Wayne — LARAWAY FINANCIAL ADVISORS, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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