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 16 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 6
State Farm Vp Management Corp. Columbus, IN Dec 1997 - Current 19
Mark Carlson Insurance Agency Columbus, IN Apr 1996 - Current 20
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
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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