Ryan Carlson (CRD# 4860984) is an Investment Advisor Representative working at Contego Capital Group, Inc. in Edina, MN and has over 19 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Contego Capital Advisors, LLC | Bismarck, ND | Mar 2016 - Current | 8 |
| Ryan Carlson - Sole Proprietor | Bismark, ND | Jan 2013 - Current | 11 |
| Jamieson Capital Advisors, LLC | West Fargo, ND | Feb 2015 - Oct 2015 | < 1 |
| Mml Investors Services, LLC | Bismark, ND | Feb 2013 - Feb 2015 | 2 |
| Mml Investors Services, LLC | Bismark, ND | Jan 2013 - Feb 2015 | 2 |
| Fremstad Law Firm | Bismark, ND | Jan 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- MN
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$956,091
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
MN, ND
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