Carolyn Oberfeld

CERTIFIED FINANCAL PLANNER (TM) at Discovery Financial Centers, Inc at Discovery Financial Centers - Red Wing, MN, US

Carolyn Oberfeld's Colleagues at Discovery Financial Centers
David Ritter

LPL Financial Advisor

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Matthew Hardyman

Registered Representative and Investment Advisor Representative of LPL Finanical.

Contact Matthew Hardyman

Cody Buck

Client Service Representative

Contact Cody Buck

Tim Kelly

LPL Financial Advisor

Contact Tim Kelly

Douglas Ritter

LPL Financial Advisor, CFP®, PFS

Contact Douglas Ritter

Angelique Aarde

Discovery Invest & Life Broker Assistant

Contact Angelique Aarde

Katie Johnson

Administrative Assistant

Contact Katie Johnson

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Carolyn Oberfeld's Contact Details
HQ
651-388-9594
Location
St Paul, Minnesota, United States
Company
Discovery Financial Centers
Carolyn Oberfeld's Company Details
Discovery Financial Centers logo, Discovery Financial Centers contact details

Discovery Financial Centers

Red Wing, MN, US • 20 - 49 Employees
Financial Services

Established in 1992, Discovery Financial is comprised of 18 advisors in 9 locations across the southern Twin Cities Metro area, southeastern Minnesota, and western Wisconsin. Headquartered in Red Wing, MN, Discovery Financial is a leading OSJ with LPL Financial. Our mission is to be the firm of choice for people seeking personal financial advice and wealth management—and we want advisors to join us.Our job is to deliver results for not only our clients but also our advisors. We have learned over the years that challenges are better met as a team than on our own. We are here to help you effectively manage the next step in your business whether that is transition, growing your practice, or planning your succession strategy. In addition to the knowledge and support of Discovery Financial, we also bring the expertise, size, and scale of LPL Financial. Joining more than 16,000 other LPL advisors may seem overwhelming, but we help our advisors navigate the process with personalized assistance, communications, and access to resources available through our partnership with LPL.E-mail Cody Buck at cbuck@discoveryfinancial.com or call 651-388-9594 to learn more about how joining Discovery Financial.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AK,AL,AR,AZ,CA,CO,CT,FL,GA,HI,IA,ID,IL,IN,KS,KY,MA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,SD,TN,TX,VA,WA,WI,WVSee more at: http://www.discoveryfinancial.com/

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Details about Discovery Financial Centers
Frequently Asked Questions about Carolyn Oberfeld
Carolyn Oberfeld currently works for Discovery Financial Centers.
Carolyn Oberfeld's role at Discovery Financial Centers is CERTIFIED FINANCAL PLANNER (TM) at Discovery Financial Centers, Inc.
Carolyn Oberfeld's email address is ***@discoveryfinancial.com. To view Carolyn Oberfeld's full email address, please signup to ConnectPlex.
Carolyn Oberfeld works in the Financial Services industry.
Carolyn Oberfeld's colleagues at Discovery Financial Centers are David Ritter, Matthew Hardyman, Cody Buck, Tim Kelly, Douglas Ritter, Angelique Aarde, Katie Johnson and others.
Carolyn Oberfeld's phone number is 651-388-9594
See more information about Carolyn Oberfeld