John Carlson (CRD# 3098410) is an Investment Advisor Representative working at Hendrickson Financial Services, LLC in Minot, ND and has over 25 years of experience in the finance industry.
CRD# 4947143
Principal Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Plus Of The Dakotas, Inc. | Aberdeen, SD | Mar 2019 - Current | 5 |
Hendrickson Financial Services, LLC | Dickinson, ND | Jun 2017 - Current | 7 |
Capital Financial Services, Inc. | Minot, ND | Jul 2002 - Jun 2017 | 14 |
Capital Financial Holdings, Inc. | Minot, ND | Oct 2010 - May 2017 | 6 |
Voyager Capital Management, LLC | Lake Geneva, WI | Sep 2010 - Jan 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MT
- ND
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Total Assets Under Management59MILLIONS
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Total Number of Accounts230ACCOUNTS
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Average Account Value$257,036
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MT, ND
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