CA
Carol Ann Wikle
CRD 3140823
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Mirador Capital Partners, Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Mirador Capital Partners, Lp
Limited Partner · Less than 5% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗