John CarlsonCRD Number: 3098410
Current Firm: Hendrickson Financial Services, LLC
John Carlson (CRD# 3098410) is an Investment Advisor Representative working at Hendrickson Financial Services, LLC in Minot, ND and has over 19 years of experience in the finance industry.
Brady, Martz & Associates, P.c.
Principal Securities, Inc.
|Capital Financial Services, Inc.||Minot, ND||Jul 2002 - Jun 2017||14|
|Capital Financial Holdings, Inc.||Minot, ND||Oct 2010 - May 2017||6|
|Voyager Capital Management, LLC||Lake Geneva, WI||Sep 2010 - Jan 2017||6|
|Capital Financial Holding, Inc. Fka Integrity Mutual Funds, Inc.||Minot, ND||Jul 2002 - Feb 2010||7|
|Dakota Color Lab||Minot, ND||Jul 1991 - Feb 2010||18|
|Integrity Funds Distributor, Inc.||Minot, ND||Jun 2003 - Jul 2009||6|
|Mcsherry & Associates||Lake Geneva, WI||Nov 2003 - Dec 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 1998|
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:
- Financial Issue
- Customer Dispute
Total Assets Under Management39MILLIONS
Total Number of Accounts143ACCOUNTS
Average Account Value$274,211
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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