Business Description

FIT FINANCIAL is a full-service, understanding, education, products and services for your financial wellness plan. Although we welcome all clients, our specialty is small business owners and the senior market.

All Agents of FIT Financial, Inc. are registered representatives with Sunset Financial Services, Inc., a FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. All Agents are licensed to offer securities in Minnesota. All Agents are also licensed to offer insurance products in Minnesota. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which an Agent is properly licensed.

Sunset Financial Services is not affiliated with Fit Financial

General Information

Gender:

Female

CRD#:

3230688

Insurance License#:

20175021

Name of Broker/Dealer:

Sunset Financial Services

Name of Custodial Firm:

National Financial Services

States Licensed in:

MN, WI, ND, SD, IN, TX

States Willing to do Business in:

CA, FL, IA, NY, VT

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Services

Investment Types:

REITS, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Securities Licenses:

Series 26, Series 6, Series 7, Series 24, Series 63

Insurance and Annuity Licenses:

Variable Life, Disability, Variable Annuity, Long Term Care, Life, Health, Annuity, Accident

Financial Organization Memberships:

National Association of Insurance and Financial Advisors (NAIFA), Women In Financial Services, Financial Planning Association (FPA)

Non-Financial Organization Memberships:

Twin West Chamber of Commerce

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

100,000.00

Compensation Methods:

Flat Fee, Commissions

Additional Details on Charges:

Based on complexity grid.

Prepared By:

Carol Schulstad