Discovery Financial Centers, Inc.
Carolyn Oberfeld, CFP®, is a seasoned financial professional with extensive experience in financial planning and investment advisory services. Currently serving as a CERTIFIED FINANCIAL PLANNER™ at Discovery Financial Centers, Inc. since April 2016, Carolyn is also a Registered Representative and Investment Advisor Representative of LPL Financial. Prior to this role, Carolyn held positions at Cornerstone Advisors, LLC as a CERTIFIED FINANCIAL PLANNER™ from September 2001 to June 2016, at ING as a Financial Planner from May 1997 to August 2001, and at Benefit Designers, Inc. as the Director of Client Services from February 1990 to April 1997. Carolyn's educational background includes studies at the University of Minnesota and the University of Wisconsin-Madison, culminating in a Certified Financial Planner designation from Kaplan School of Continuing and Professional Studies.
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Discovery Financial Centers, Inc.
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,WV See more at: http://www.discoveryfinancial.com/