Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Eric Carlson, financial advisor Cincinnati OH
90 score

Eric Carlson

CRD Number: 6051075
Current Firm: Touchstone Advisors Inc.

Eric Carlson (CRD# 6051075) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.

Similar Advisors
Timothy Guthrie, CFP, financial advisor Cincinnati OH
Timothy R. Guthrie, CFP
CRD# 1989045
Bullseye Investment Management, LLC
Similar Advisors
James Owens, financial advisor Cincinnati OH
James W. Owens
CRD# 4780124
Lang Advisors LLC
Similar Advisors
Nathan Bishop, CFA, financial advisor Cincinnati OH
Nathan A. Bishop, CFA
CRD# 5594136
Opus Capital Group, LLC
Company Name Location Dates Years
Touchstone Securities Cincinnati, OH Nov 2014 - Current 1
Ifs Financial Services Cincinnati, OH Nov 2014 - Current 1
Locorr Distributors Excelsior, MN Jul 2013 - Nov 2014 1
Various Insurance Carriers For W&r Insurance Agencies Shakopee, MN Jun 2012 - Jul 2013 1
Waddell & Reed, Inc. Bloomington, MN Apr 2012 - Jul 2013 1
Unemployed Shakopee, MN Feb 2012 - Apr 2012 < 1
Gander Mountain Fargo, ND Mar 2011 - Feb 2012 < 1
Unemployed Shakopee, MN Aug 2010 - Mar 2011 < 1
Fargo Basketball Academy Fargo, ND May 2010 - Aug 2010 < 1
Unemployed Shakopee, MN Aug 2009 - May 2010 < 1
Fargo Basketball Academy Fargo, ND May 2009 - Aug 2009 < 1
Unemployed Shakopee, MN Aug 2008 - May 2009 < 1
M & H Construction Fargo, ND May 2008 - Aug 2008 < 1
Unemployed Shakopee, MN Jul 2007 - May 2008 < 1
Jet Black Sealcoating Shakopee, MN Jul 2004 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Eric A. Carlson
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Eric Carlson and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.