Cara Fleckenstein
Professional Summary
Cara Fleckenstein is a registered financial advisor currently at AGECROFT PARTNERS, LLC located in Richmond, Virginia. Cara is registered as a RR (Registered Representative) and started their career in finance in 2001. Cara has worked at 4 firms and has passed the Series 63, SIE, Series 50 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
AGECROFT PARTNERS, LLC
Contact Information
Main Address
103 Canterbury Road, Richmond, VA 23221-3211Mailing Address
103 Canterbury Road, Richmond, VA 23221-3211Phone Number
(804) 355-2082Established
Virginia since 11/02/2005Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (9 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STEINBRUGGE, DONALD ALLEN | MANAGING MEMBER, CCO | — |
| STEINBRUGGE, PIA SEXTEN | PASSIVE MEMBER | — |
| HENDERSON, STUART ROBERT | FINOP, CFO, PFO, POO | 1121476 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/31/2018)
(7/31/2018)
(3/26/2012)
(2/27/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 50 — Municipal Advisor Representative Qualification Exam
Passed May 2018About the Series 50 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Cara Fleckenstein's CRS (Customer Relationship Summary).
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AMERIPRISE FINANCIAL SERVICES, LLC
