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Christopher M Carlson

AMDG FINANCIAL ADVISORY SERVICES, LLC·PLYMOUTH, Michigan
Series 65Clean record9 years registeredAMDG 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 · 9 years registered
Brand Profile
Not yet started
01

Career History

SAVANT WEALTH MANAGEMENT
Jul 2021 – present
AMDG FINANCIAL
Oct 2016 – Oct 2021
PLYMOUTH, MI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 3, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMDG FINANCIAL ADVISORY SERVICES, LLC
CRD 119569 · SEC 801-110577
AUM
$212M
Regulatory assets under management
Employees
7
986 client accounts
Services offered by AMDG FINANCIAL ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at AMDG FINANCIAL ADVISORY SERVICES, LLC →
Introduction

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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.
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Other Advisors at AMDG FINANCIAL ADVISORY SERVICES, LLC

Rebecca Joy Stroud
PLYMOUTH, MI
Wayne Brown Titus
PLYMOUTH, MI

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