Angie M. Carstens
Lead Wealth Manager
Registered Representative

Angie Carstens
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 holds her Series 7, 66, 53, and insurance licenses and is a Registered Representative with Triad Advisors, Inc. Angie specializes in comprehensive wealth planning and retirement income planning. She further educates clients and the community on ways to 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.