AdvisorOS Directory
Claim Profile
Unclaimed Profile
CC

Christopher M Carlson

AMDG FINANCIAL ADVISORY SERVICES, LLC·PLYMOUTH, Michigan
Clean recordAMDG FINANCIAL ADVISORY SERVICES, LLC
218 SOUTH MAIN STREET, PLYMOUTH, MI 48170CRD# 6645454Firm CRD# 119569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher M Carlson · PLYMOUTH, MI
Registration
CRD #6645454 · AMDG FINANCIAL ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher M Carlson is a registered financial advisor based in PLYMOUTH, Michigan, affiliated with AMDG FINANCIAL ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AMDG FINANCIAL ADVISORY SERVICES, LLC
AMDG FINANCIAL
AUM
$212M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at AMDG FINANCIAL ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF ASSETS MONITORED
Regulatory
SEC/IARD CRD# 6645454
Firm CRD# 119569
View on FINRA BrokerCheck →

Looking for a financial advisor in PLYMOUTH?

Browse all registered financial advisors in PLYMOUTH, Michigan or claim this profile if it's yours.

Browse PLYMOUTH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Christopher M Carlson offer?
Christopher M Carlson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLYMOUTH, Michigan for a consultation.
What are Christopher M Carlson's credentials?
Christopher M Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher M Carlson located?
Christopher M Carlson is based in PLYMOUTH, Michigan, working with AMDG FINANCIAL ADVISORY SERVICES, LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Christopher M Carlson charge for services?
Christopher M Carlson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMDG FINANCIAL ADVISORY SERVICES, LLC?
AMDG FINANCIAL ADVISORY SERVICES, LLC has approximately 7 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AMDG FINANCIAL ADVISORY SERVICES, LLC

Ramey L Becker
PLYMOUTH, MI
Rebecca Joy Stroud
PLYMOUTH, MI
Wayne Brown Titus
PLYMOUTH, MI

More Advisors in PLYMOUTH, Michigan

Daniel Anthony Cesta
PINNACLE WEALTH MANAGEMENT GROUP, INC.·PLYMOUTH, MI
Brandon Scott Scheitler
SCHWARTZ INVESTMENT COUNSEL INC·PLYMOUTH, MI
Christopher Ralph Szydlowski
JLB & ASSOCIATES INC·PLYMOUTH, MI
George Peter Schwartz
SCHWARTZ INVESTMENT COUNSEL INC·PLYMOUTH, MI
Gregory Richard Heilman
SCHWARTZ INVESTMENT COUNSEL INC·PLYMOUTH, MI
Michael John Schwartz
SCHWARTZ INVESTMENT COUNSEL INC·PLYMOUTH, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile