Financial Advisor - Valley City & Downtown Fargo
Charlotte Ingstad joined the Valley Wealth Advisors team as a Financial Services Assistant in 2020, with aspirations of becoming a Financial Advisor. Two short years and a pandemic later, Charlotte has been successful in accomplishing this goal and is now a licensed Financial Advisor.
Charlotte brings a fresh perspective to the VWA team and is excited to meet with new and existing clients to assist them on their financial journey. Charlotte splits her time between our Downtown Fargo and Valley City locations and works alongside senior advisors, James Bodensteiner and Tom Glandt.
Charlotte Ingstad holds the following registrations:
- Series 7 – General Securities Representative *
- Series 66 – Uniform Combined State Law */**
- Life and Health Insurance
*Registrations are held through LPL Financial
**Registrations held through NewEdge Advisors, LLC
Charlotte is a Valley City native and a Valley City State University graduate. She currently resides in Valley City with her husband, Travis. She holds a Bachelor’s Degree in Business Administration with a concentration in Marketing. In college, Charlotte was a captain of the VCSU volleyball team and was a board member of the VCSU Student Athlete Advisory Committee. Charlotte serves on the VCSU Century Club board and is an active volunteer at her church. In her free time, Charlotte enjoys playing city league volleyball, golfing, working on home improvement projects, and spending time with loved ones.