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Margo Clarke, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Margo Clarke

Financial Advisor

Managing Director
Clarke Carlson Group
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 22 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Intergenerational Planning
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Investment Management

Qualifications

  • Series 7, 63 & 65

Education

  • B.S. In Business Marketing, University Of Arizona, 1987

Awards & recognition

  • Ameriprise Circle of Success, 2018 - 2020

Professional associations

  • University of Arizona Alumni

Previous experience

  • MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, Sr Vice President 2008-2017
  • MORGAN STANLEY, Managing Director 2001-2008
  • U.S. BANCORP INVESTMENTS, INC., Sr Vice President 1993-2001
  • DEAN WITTER REYNOLDS INC., Vice President 1990-1993

Interests

In my free weekends I like to get out to Park City, Utah as much as I can! My family and I love to ski there in the winter and hike there in the summer. I also enjoy walking with my dog, Minnie, running, working out, spending time with my two daughters, Molly and Megan.