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Our financial advice team


Barclay G Carriar

Barclay G Carriar

CFP®, CRPC®, AAMS®, AWMA®, ADPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Proviant Group
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Family Finances
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Interests

  • My hobbies include travel, golf, boating and scuba diving.

Awards & recognition

  • Ameriprise Circle of Success, 2002 to 2020
  • Ameriprise Diamond Ring Club, 2010
  • InvestmentNews Best Practices, 2013

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠
  • AWMA® Accredited Wealth Management Advisor℠
  • ADPA® Accredited Domestic Partnership Advisor℠
  • CLTC® Certified Long Term Care®
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • B.A., 1985, St. Cloud State University, St. Cloud, MN

Professional associations

  • Financial Planning Association

Community participation

Board Member, Morgan Family Foundation

Member, Central Minnesota Community Foundation Programs Committee

Member, Central Minnesota Community Foundation Investment Committee

Member, SCSU Foundation Board of Trustees

Member, St. Cloud Area Sertoma Club

Member, Stearns History Museum & Research Center Development Committee

Past President, District 742 Local Education & Activities Foundation (LEAF) Board of Directors