Carol M Klatt, Alden Capital Management LLC, Investment Advisory Services (Bellevue, WA)

110 - 110th Ave. N.E., Suite 375 Bellevue, WA

Scott A. Wigren and his team provide financial planning services including comprehensive retirement planning, personal financial and estate planning, and investment advisory services through Raymond James Financial Services, Inc. Since 1989, we have assisted individuals and corporate clients in finding solutions to their retirement and financial planning needs. Our main goal is to help conservative investors climb higher. We believe the essence of sound financial planning is first and foremost to help you define your personal goals. Carol assists Scott Wigren in operations, new accounts, research, client presentations, website, and marketing.

Contact Information

Phone:
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Personal Website:
http://www.alden-capital.com/

About mi Business

About mi Financial Service

Financial Service Category
Estate Planning, Investment Advisor, Retirement Planning, Financial Insurance / Protection

Services Provided & Rates

Service Name

Duration

Rate

Description

Annuities

     

Asset Management

     

Business Retirement Plans

     

Certificates of Deposit

     

Common and Preferred Stocks

     

Education Funding Programs

     

Estate Evaluations

     

Estate Planning

     

401(k)s

     

Financial Planning

     

Government and Agency Bonds

     

IRAs

     

Life Insurance

     

Long-Term Care Insurance

     

Lump Sum Distribution Assistance

     

Money Market Accounts

     

Mortgage-backed Certificates (CMOs)

     

Municipal Bonds

     

Mutual Funds

     

Portfolio Evaluation

     

Research

     

Stock Options/Concentrated Stock Holdings

     

Retirement Planning

     

Tax Planning

     

Unit Investment Trusts

     

Zero Coupon Bonds

     

Education

School Name

Location

Dates Attended

Degree

Major

Minor

Greek

Activities and Societies

UCLA

   

Bachelor's

English

     

UCLA

   

Bachelor's

Business Administration

     

Certification/Licensure

Name

Description

Date

Registered Sales Assistant

   

Licensed to buy and sell securities

   

Completed Series 7 and Series 63

   

Honors & Awards

Title

Description

Date Received

Seattle Magazine Five Star Award

   
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