Mark Carlson, financial advisor Columbus IN
96 score

Mark Carlson

CRD Number: 3003016
Current Firm: State Farm Investment Management Corp.

Mark Carlson (CRD# 3003016) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbus, IN and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Columbus, IN Apr 2010 - Current 8
State Farm Vp Management Corp. Columbus, IN Dec 1997 - Current 20
Mark Carlson Insurance Agency Columbus, IN Apr 1996 - Current 22
State Farm Investment Management Corp Columbus, IN Jun 2002 - Dec 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
Contact Info for Mark D. Carlson
Phone Number: 800-447-0740
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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