Brian Carlson (CRD# 4210497) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 23 years of experience in the finance industry. Brian Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Investment Advisory Services, Inc. | Roseville, ME | Oct 2020 - Current | 3 |
| Summit Investment Advisors | Roseville, MN | Oct 2019 - Current | 4 |
| Lpl Financial LLC | Roseville, MN | Jun 2008 - Current | 15 |
| Guzek Asset Management | Roseville, MN | Sep 2012 - Sep 2020 | 8 |
| Lgm Wealth Management /lpl | Bloomington, MN | Jun 2008 - Oct 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
- MN
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Total Assets Under Management562MILLIONS
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Total Number of Accounts2,243ACCOUNTS
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Average Account Value$250,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, MN, NC, NE, NY, TX, WI
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