Andrew CarlsonCRD Number: 6225887
Current Firm: Whetstone Capital Advisors
Andrew Carlson (CRD# 6225887) is an Investment Advisor Representative working at Whetstone Capital Advisors in Mission Woods, KS and has over 4 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Whetstone Capital Advisors||Shawnee Mission, KS||Jul 2013 - Current||4|
|Midland Properties, Inc.||Shawnee Mission, KS||Jul 2011 - Jul 2013||2|
|University Of Kansas||Lawrence, KS||Aug 2009 - May 2011||1|
|Financial Dynamics||Chicago, IL||Jun 2008 - Apr 2009||< 1|
|Depaul University||Chicago, IL||Sep 2005 - Nov 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management133MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$33,175,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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