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VR

Veronica L. Redfield

RETIREMENT RESOURCE WEALTH MANAGEMENT
West Fargo, ND 58078
Some features on this profile are disabled
CRD#: 6142071
VR

Professional summary

Veronica Lynn Redfield, who also goes by Veronica Lynn Carlson, Veronica Lynn Hanson, is a registered financial advisor currently at RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC located in West Fargo, North Dakota.

Veronica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Veronica has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Veronica Lynn Carlson | Veronica Lynn Hanson

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) - RIA

Click below to view Veronica Lynn Redfield's CRS (Customer Relationship Summary).

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

Current

October 4, 2023 - Present

RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC

Office #1: 3331 Oak Ridge Pond Way East, West Fargo, ND 58078
RIA
CRD#: 328341
West Fargo, ND
Past

July 18, 2014 - April 5, 2024

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
West Fargo, ND

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(2/16/2024)
IAR
North Dakota
(10/4/2023)
IAR
South Dakota
(10/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/3/2014
Uniform Investment Adviser Law Examination

Current Firm

RR
RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC
RETIREMENT RESOURCE | V.C. INSURANCE SALES, INC. | RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC

CRD#: 328341 / SEC#:

Minnesota
Registered Investment Advisory firm - (2/16/2024 Approved)
North Dakota
Registered Investment Advisory firm - (10/2/2023 Approved)
South Dakota
Registered Investment Advisory firm - (10/8/2024 Approved)
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Contact information

Main Address
3331 Oak Ridge Pond Way East, West Fargo, ND 58078
Mailing Address
Phone number
(701) 639-7899
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts336
AUM (Assets Under Management)$ 69,955,570

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

RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC

CRD#: 328341West Fargo, ND 58078

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