William Carlson, financial advisor Lincolnshire IL
73 score

William Carlson

CRD Number: 1804721
Current Firm: Ehlert Financial Group, Inc.

William Carlson (CRD# 1804721) is an Investment Advisor Representative working at Ehlert Financial Group, Inc. in Lincolnshire, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Ehlert Financial Group, Inc. Lincolnshire, IL Aug 2015 - Current 1
F.a.m., LLC Lombard, IL Jan 2014 - Current 2
Forum Financial Management, LP Lombard, IL May 2010 - Current 6
Modern Portfolio Management Inc. Maumee, OH Apr 2005 - Sep 2014 9
Victor Capital Advisors Naperville, IL Mar 2005 - May 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Jun 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for William P. Carlson
Phone Number: 847-522-8080
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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