BACKGROUND
Ann has 25 years of experience as a financial representative supporting individual and institutional clients to accomplish their goals. She is focused on providing tax efficient strategies for her clients with a focus on municipal bond investing. Ann grew up in the banking business, working at the State Bank of Chandler where she currently serves as a board member. She enjoys spending time with her husband, Chris, and children Alexandra & Harrison. They love being outdoors – hiking and biking. The Cardas are active members at St. David’s Episcopal Church in Minnetonka.
EDUCATION
Ann is a graduate of Calvin College with a B.A. degree in Economics.
PROFESSIONAL LICENSES/REGISTRATIONS
FINRA Series 7 General Securities Representative
FINRA Series 65 Uniform Investment Adviser Law
FINRA Series 63 Uniform Securities State Law
Resident Insurance Producer License (MN) – Life/Health
NORTHLAND WEALTH MANAGEMENT
Northland Wealth Management is a division of Northland Securities, Inc., Member FINRA and SIPC, Registered with SEC and MSRB, a diversified financial services firm, which includes investment banking, public finance, and full-service broker-dealer divisions, offering investment and finance services for government entities, financial institutions, non-profit organizations, and individual investors.
Wealth Management Investment Representatives work closely with clients to determine and deliver the appropriate solutions to meet their financial needs according to their individual investment profile and situation. Northland is also a SEC Registered Investment Adviser (RIA) - Northland Asset Management - and Investment Adviser Representatives (IARs or Financial Advisors) can offer numerous advisory products and services, including a wide selection of third-party money managers, and fee for financial planning services.
Registration does not imply a certain level of skill or training.