Alex Carlson (CRD# 7601133) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Waters Financial | Shoreview, MN | May 2022 - Current | 2 |
| Ascentis Human Capital Management | Eden Prairie, MN | Feb 2020 - May 2022 | 2 |
| Helpsystems | Eden Prairie, MN | Jan 2017 - Dec 2019 | 2 |
| Thomson Reuters | Eagan, MN | Jan 2016 - Dec 2016 | < 1 |
| University Of Minnesota Twin-cities | Minneapolis, MN | Aug 2012 - Dec 2016 | 4 |
| Maple Grove High School | Maple Grove, MN | Jun 2012 - Dec 2016 | 4 |
| Coyote Logistics | Brooklyn Park, MN | May 2015 - Aug 2015 | < 1 |
| University Of Minnesota | Minneapolis, MN | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- MN
- TX
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Total Assets Under Management1,017MILLIONS
-
Total Number of Accounts6,321ACCOUNTS
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Average Account Value$160,923
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, IL, MN, SD, TX, WI
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