Charlotte Ingstad

Directly after graduating from Valley City State University, Charlotte joined our team and quickly became a vital member. She began as a Financial Services Assistant, where she discovered a passion for working with clients and guiding them towards their financial goals. After two years, she became a certified Financial Advisor in 2022.

Charlotte enjoys the personalized approach that comes with financial advising. By identifying what is most important to her clients, Charlotte is able to create tailored financial plans. She strives to create a welcoming environment, assuring you can feel confident as you work towards your financial goals. Whether you are just starting out or juggling multiple financial priorities, Charlotte will help you set clear, actionable steps forward to ensure your finances are organized and you can move forward with purpose.

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

Outside of work, Charlotte enjoys spending time with her husband, Travis, and son, Emmett, who they welcomed in May 2024. Often, this time is spent outdoors, whether that be on the golf course, at the lake, or by the pool. She also enjoys cycling, taking workout classes, and watching friends and family compete in sports. Charlotte volunteers with the local college, Valley City State University, which is also her alma mater. She is on the Century Club board, where she helps raise money and put on local events.