Veronica L. Redfield

RETIREMENT RESOURCE

West Fargo, ND 58078

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CRD#: 6142071

Professional summary

Veronica Lynn Redfield, who also goes by Veronica Lynn Carlson, Veronica Lynn Hanson, is a registered financial advisor currently at RETIREMENT RESOURCE 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.

1) FED RESOURCE ND; 3331 Oak Ridge Pond Way East, WEST FARGO, ND 58078; MEMBER; ASSIST FEDERAL EMPLOYEES WITH BENEFITS AND RETIREMENT, INSURANCE SALES; START 10/2013; 80 HRS/MO; 80 HRS/MO DURING TRADING. 2) FAMILY WELLNESS; WATER AEROBICS INSTRUCTOR; START 05/2015; 6 HRS/MO 3) SVR HOLDING; NO; FARGO, ND; COMMERCIAL RENTAL PROPERTY; OWNER; 02/2021; 1/MO; 0/MO 4) VR HOLDING; NO; FARGO, ND; COMMERCIAL RENTAL PROPERTY; OWNER; 02/2021; 1/MO; 0/MO

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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/3/2014

Uniform Investment Adviser Law Examination

Current Firm

RETIREMENT RESOURCE

RETIREMENT RESOURCE | V.C. INSURANCE SALES, INC.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 53,320,504

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.

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Veronica L. Redfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RETIREMENT RESOURCE

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2014

Current Firm

RETIREMENT RESOURCE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT RESOURCE

TRUST BUT VERIFY

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