Angela M. Carstens

Lead Wealth Manager

Angie is a Lead Wealth Manager working with individuals, families, and business owners who are currently retired or nearing retirement and accepts a limited number of new clients each year. Angie specializes in comprehensive wealth planning and retirement income planning. She further educates clients and the community on ways designed to help maximize Social Security benefits and teaches personal finance to a select group of students at the University of Wisconsin - Eau Claire. Outside of work, Angie enjoys spending time with her husband and two children, camping, and hiking.

Certifications, Licenses, and Registrations

  • Registered Representative with Triad Advisors, LLC
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 7, 66, 53

Published Articles