Carlson Investments

Carlson Investments (CRD# 105729) is a financial advisory firm headquartered in Concord, NH. They manage $634,897,677 in 869 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
Two Capital Plaza, Suite 404, Concord, NH 03301
http://www.carlsoninvest.com
By the Numbers
  • Total Assets Under Management
    635
    MILLION
  • Total Number of Accounts
    869
    ACCOUNTS
  • Average Account Value
    $730,607
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, MD, ME, MO, MT, NC, NH, NY, PA, SC, TX, VA, VT

Financial Advisors at Carlson Investments
Showing 1 - 6 of 6 top financial advisors.
1
Joseph Drinon, financial advisor Concord NH
Joseph M. Drinon
CRD#: 72053
Two Capital Plaza, Suite 404, Concord, NH 03301

Joseph Drinon (CRD# 72053) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 37 years of experience in the finance industry.

2
Kyle Fellers, financial advisor Concord NH
Kyle I. Fellers
CRD#: 4446152
Two Capital Plaza, Suite 404, Concord, NH 03301

Kyle Fellers (CRD# 4446152) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 22 years of experience in the finance industry.

3
Richard Habermann, financial advisor Concord NH
Richard C. Habermann
CRD#: 2216146
Two Capital Plaza, Suite 404, Concord, NH 03301

Richard Habermann (CRD# 2216146) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 31 years of experience in the finance industry.

4
Jennifer Johnsrud, financial advisor Concord NH
Jennifer A. Johnsrud
CRD#: 4751942
Two Capital Plaza, Suite 404, Concord, NH 03301

Jennifer Johnsrud (CRD# 4751942) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 20 years of experience in the finance industry.

5
James Mullins, financial advisor Concord NH
James R. Mullins
CRD#: 4067197
2 Capital Plaza, Suite 404, Concord, NH 03301

James Mullins (CRD# 4067197) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 24 years of experience in the finance industry.

6
Daniel Bednarczyk, financial advisor Concord NH
Daniel F. Bednarczyk
CRD#: 7304546
Two Capital Plaza, Suite 404, Concord, NH 03301

Daniel Bednarczyk (CRD# 7304546) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals