Darin R. Carroll,  CFP<sup>&reg;</sup> - Financial Advisor

Darin R. Carroll, CFP®

AAMS

Waddell & Reed

1155 Kelly Johnson Blvd, Suite #400
Colorado Springs, CO 80920
(816) 769-4962

General

Darin Carroll is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waddell & Reed in Colorado Springs, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Asset Management Specialist (AAMS)

Insurance Licenses

  • Life insurance: CO, MO, KS, SD
  • Health/disability insurance: CO, MO, KS, SD
  • Fixed annuities: CO, MO, KS, SD
  • Variable annuities: CO, MO, KS, SD

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Government & Military, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes

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