Charles Sandstrom (CRD# 410446) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in White Bear Lake, MN and has over 42 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2017 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2017 - Current | 6 |
| Sandstrom & Associates | White Bear Lake, MN | Oct 1986 - Current | 37 |
| Summit Brokerage Services, Inc. | White Bear Lake, MN | Sep 2016 - Aug 2017 | < 1 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2016 - Aug 2017 | < 1 |
| Vsr Advisory Services | Overland Park, KS | Aug 2007 - Sep 2016 | 9 |
| Vsr Financial Services, Inc. | Overland Park, KS | Oct 1986 - Sep 2016 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1982 |
- MN
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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