Gabrielle Carlson (CRD# 7231373) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has 1 year of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foster Group, Inc. | West Des Moines, IA | Jun 2022 - Current | 1 |
| Northwest Bank | Spencer, IA | May 2019 - Jun 2022 | 3 |
| Cottingham & Butler | Dubuque, IA | Sep 2018 - May 2019 | < 1 |
| Dubuque Bank & Trust | Dubuque, IA | May 2018 - Sep 2018 | < 1 |
| Emmaus Bible College | Dubuque, IA | Aug 2017 - May 2018 | < 1 |
| Dubuque Bank & Trust | Dubuque, IA | Feb 2016 - May 2018 | 2 |
| Legacy Bank | Altoona, IA | Feb 2014 - Feb 2016 | 2 |
| Southeast Polk/homeschool | Pleasant Hill, IA | Jan 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- IA
-
Total Assets Under Management3,239MILLIONS
-
Total Number of Accounts4,626ACCOUNTS
-
Average Account Value$700,068
- 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
- Pension consulting services
AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MI, MN, MO, NE, NV, OH, OK, SD, TN, TX, UT, VA, WA, WI
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