user avatar

Candela Larson

Advisor at Ameriprise

Updated today

Location

Edina, MN 55435-5971

Credentials

Series 66

Industry experience

< 1 year

About

Candela Larson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles at Equitable Advisors, Northwestern Mutual, and several non-financial positions, including teaching and retail. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes use of Ameriprise-managed accounts and affiliated investment products.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

7601 France Ave S, Ste 600

Edina, MN 55435-5971

Most active in

Minnesota

Work history

Ameriprise

2025 - Present (1 year)

Equitable Advisors

2025 - 2025 (1 year)

Unemployed

2025 - 2025 (1 year)

Northwestern Mutual

2024 - 2024 (1 year)

University of St Thomas

2022 - 2025 (3 years)

Trader Joes

2022 - 2022 (1 year)

Papa Murphy's

2020 - 2021 (1 year)

Eastview High School

2018 - 2022 (4 years)

Black Hawk Middle School

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tamara Burke is a financial advisor with Eagle Strategies (NY Life) based in Spearfish, SD, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked with Eagle Strategies since 2008 and has prior experience with NYLife Securities LLC and New York Life Insurance Company dating back to 2003. Outside of her advisory role, she serves as a board member for the Black Hills State University Foundation and is involved with Deadwood History Inc., a nonprofit dedicated to preserving local cultural heritage. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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Series 63, Series 65

Spearfish, SD

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General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement Retired
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Lisa N

Series 63

Edina, MN

Ameriprise

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Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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CFA®, Series 63

Sturgis, SD

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Cheryl Kunstle is a CFA® charterholder and holds a Series 63 license with 25 years of industry experience. She is currently affiliated with Cetera and has also been involved with Tartan Financial Services, LLC and Cetera Wealth Services, LLC. Outside of her advisory work, she owns and operates a business consulting service focused on office efficiencies, technology, business development, marketing, and staffing, as well as providing tax preparation services through a separate accounting and tax advisory firm. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party managers. The firm combines retirement and fiduciary capabilities with a broad advisory platform, supported by multiple program structures and custodial arrangements.

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Series 66

Spearfish, SD

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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