Heather Carey

LPL Registered Client Service Associate

Phone: 218.673.5035
Email: Email Heather

Biography

Heather has been in the financial services industry for over 17 years. She’s spent time working in 401k recordkeeping, as well as managing employer-sponsored benefit plans. Heather holds her Series 7* and 66* Securities Licenses, plus Life and Health licenses.

As a Client Service Associate at Frandsen Investment Services, she helps advisors put their clients' financial plans into action from setting up accounts to following through with transfers or withdrawals, while preparing, reviewing, and monitoring income plans throughout the year. Throughout her career, Heather has established close relationships with many clients, including celebrating important milestones like purchasing a new home or the birth of a grandchild. She loves the fact that each client has a unique story and helping them pursue their goals gives her meaning.

In her free time, Heather enjoys spending time with her family and being outdoors skiing, golfing, or out on the lake. When it comes to Christmas, Heather's family takes things seriously - they start decorating in early fall! Thanksgiving looks more like Christmas when Heather gets involved.

*Currently held with LPL Financial

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