Andrew Carlson, financial advisor Mission Woods KS

Andrew Carlson

CRD 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 10 years of experience in the finance industry.

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Company Name Location Dates Years
Whetstone Capital Advisors Shawnee Mission, KS Jul 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Andrew M. Carlson
Phone Number: 913-951-2700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    210
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $70,065,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

KS

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