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Donald Alton Jr Carlson

B. C. ZIEGLER AND COMPANY·CHICAGO, Illinois
SIE, Series 00, Series 7TO, Series 52TO, Series 63, Series 79TOClean recordB. C. ZIEGLER AND COMPANY
200 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 807398Firm CRD# 61

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Alton Jr Carlson · CHICAGO, IL
Registration
CRD #807398 · B. C. ZIEGLER AND COMPANY
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 00
Series 7TO
Series 52TO
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
B. C. ZIEGLER AND COMPANY
CRD 61 · SEC 801-19699
AUM
$660M
Regulatory assets under management
Employees
275
2,764 client accounts
Services offered by B. C. ZIEGLER AND COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at B. C. ZIEGLER AND COMPANY →
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Frequently Asked Questions

What services does Donald Alton Jr Carlson offer?
Donald Alton Jr Carlson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Donald Alton Jr Carlson's credentials?
Donald Alton Jr Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Alton Jr Carlson located?
Donald Alton Jr Carlson is based in CHICAGO, Illinois, working with B. C. ZIEGLER AND COMPANY. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Donald Alton Jr Carlson charge for services?
Donald Alton Jr Carlson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is B. C. ZIEGLER AND COMPANY?
B. C. ZIEGLER AND COMPANY has approximately 275 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at B. C. ZIEGLER AND COMPANY

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CHICAGO, IL
Michael Paul Mcdaniel
CHICAGO, IL
Robert Alan Moats
CHICAGO, IL
Daniel Joseph Hermann
CHICAGO, IL
David Mark Kolzow
CHICAGO, IL
Jeffrey Carl Vredenbregt
CHICAGO, IL

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