Carter Cowan
Financial Advisor Retirement Plan Advisor Retirement Plan Sponsor Advisor Fiduciary Advisor 401k Education Specialist
- Role
- Accredited Investment Fiduciary & Chartered Retirement Plans Specialist at Northstar Wealth Management
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Carter Cowan
Specialties: Corporate Retirement Plans 401k Plan Consulting IRA…
Experience
Accredited Investment Fiduciary & Chartered Retirement Plans Specialist
Sep 2011 — Present · Tulsa, OK, US
As 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.
Education
University of Oklahoma - Price College of Business
Bachelors of Business Administration, Finance
1995 — 1998
Oklahoma State University
MBA, Business
2001 — 2003
Skills
- Retirement
- Securities
- Asset Allocation
- Investments
- Mutual Funds
- Wealth Management
- Financial Services
- Retirement Planning
- Alternative Investments
- 401k
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