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AK

Angela K. Kroll

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CRD#: 1329488
AK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Angela Kay Kroll, who also goes by Angela Kay Bartels, Angela Bartels, Angela Kay Eilers, Angela Kay Kabes, Angela Kabes, Angela Kay Tritz, Angela Tritz, was a registered financial professional .

Angela is a previously registered financial professional and started their career in finance in 1984. Angela had worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 55, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Angela Kay Bartels | Angela Bartels | Angela Kay Eilers | Angela Kay Kabes | Angela Kabes | Angela Kay Tritz | Angela Tritz

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 18, 2009 - April 15, 2024

VAN CLEMENS & CO. INCORPORATED

BD
CRD#: 6914
MINNEAPOLIS, MN
Past

November 24, 2008 - May 15, 2009

RECOM SECURITIES, INC.

BD
CRD#: 7488
ST. LOUIS PARK, MN
Past

October 20, 2008 - November 24, 2008

SCOTTRADE, INC.

BD
CRD#: 8206
ST. PAUL, MN
Past

April 4, 2002 - October 17, 2008

RECOM SECURITIES, INC.

BD
CRD#: 7488
MINNEAPOLIS, MN
Past

December 8, 1999 - March 1, 2002

STOCKWALK.COM, INC.

BD
CRD#: 40692
MINNEAPOLIS, MN
Past

February 22, 1994 - January 31, 2000

STARFN

BD
CRD#: 7192
CHICAGO, IL
Past

April 29, 1993 - February 23, 1994

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

November 3, 1986 - July 10, 1992

STARFN

BD
CRD#: 7192
CHICAGO, IL
Past

December 19, 1984 - November 6, 1986

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/1/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/10/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


VC
VAN CLEMENS & CO. INCORPORATED
VAN CLEMENS & CO. INCORPORATED

CRD#: 6914 / SEC#: , 8-18414

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
900 Second Ave S Suite 1500, Minneapolis, MN 55402
Mailing Address
900 Second Ave S Suite 1500, Minneapolis, MN 55402
Phone number
(612) 758-9140
Established
Minnesota since 05/15/1975
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (40 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VAN CLEMENS FINANCIAL CORPORATIONSHAREHOLDER
GODFREY, JOSEPH CHARLESCCO3074998
TROUSDALE, LAURENFINOP5622407

Disclosures


Regulatory Event7
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VAN CLEMENS & CO. INCORPORATED

CRD#: 6914

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