Thomas CarlsonCRD Number: 5940999
Current Firm: Ameriprise Financial Services, Inc.
Thomas Carlson (CRD# 5940999) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 3 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Ameriprise Financial Services Inc.||Minneapolis, MN||Jul 2017 - Current||< 1|
|U.s. Bank||Saint Paul, MN||Jan 2015 - Jul 2017||2|
|U.s. Bancorp Investments, Inc.||Saint Paul, MN||Jan 2015 - Jul 2017||2|
|Voya Financial||Minneapolis, MN||Sep 2014 - Dec 2014||< 1|
|Voya Financial Advisors||Minneapolis, MN||Sep 2014 - Dec 2014||< 1|
|Ing||Minneapolis, MN||Nov 2013 - Sep 2014||< 1|
|Ing Financial Partners||Minneapolis, MN||Nov 2013 - Sep 2014||< 1|
|Rbc Capital Markets, LLC||Minneapolis, MN||Jun 2011 - Nov 2013||2|
|B&f Fastner Supply||Minneapolis, MN||Jun 2010 - Jun 2011||1|
|Northwestern College||Roseville, MN||Jan 2010 - Dec 2010||< 1|
|Northwestern College||Roseville, Mn, MN||Aug 2008 - Dec 2010||2|
|Outback Steakhouse||Maplewood, MN||Mar 2010 - Jul 2010||< 1|
|Trend Enterprises, Inc.||New Brighton, MN||Jun 2009 - Aug 2009||< 1|
|Community National Bank||Vadnais Heights, MN||Jul 2008 - Aug 2009||1|
|Owens & Minor, Inc.||Mounds View, MN||Feb 2007 - Jul 2008||1|
|Century Community College||White Bear Lake, MN||Aug 2006 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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