Van Carlson, financial advisor Meridian ID

Van Carlson

CRD Number: 4204780
Current Firm: Concierge Private Wealth Management, LLC

Van Carlson (CRD# 4204780) is an Investment Advisor Representative working at Concierge Private Wealth Management, LLC in Meridian, ID and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
V.a.s.s.t. Enterprises, LLC Meridian, ID Aug 2017 - Current 6
Strategic Risk Reinsurance Company, Inc. Meridian, ID Dec 2016 - Current 7
Concierge Private Wealth Management, LLC Boise, ID Mar 2015 - Current 9
Karma Reinsurance Company, Inc. Meridian, ID Jan 2013 - Current 11
Concierge Risk Alternatives, LLC Meridian, ID Jan 2010 - Current 14
Concierge Holdings, LLC Meridian, ID Jan 2010 - Current 14
Cardinal Point Insurance Company, LLC Meridian, ID Jan 2010 - Current 14
Concierge Life Benefits, LLC Meridian, ID Jan 2010 - Current 14
Concierge Legacy Advisors, LLC Meridian, ID Jan 2010 - Current 14
Vec Insurance Inc., Dba Carlson Insurance Agency Boise, ID Jun 1996 - Current 27
Concierge Risk Management, LLC Meridian, ID Jan 2010 - Jun 2016 6
Titan Securities Meridian, ID Jan 2011 - Jul 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Van E. Carlson
Phone Number: 208-278-8188
Registered State(s):
  • AZ
  • ID
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, ID, OR

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