Unclaimed Profile

Scott Andrew Carlson

QUESTAR ASSET MANAGEMENT, INC.·MINNEAPOLIS, Minnesota

SIE, Series 6, Series 7, Series 24, Series 63, Series 65ChFCClean record26 years registeredQUESTAR ASSET MANAGEMENT, INC.

5701 GOLDEN HILLS DRIVE, MINNEAPOLIS, MN 55416CRD# 1785284Firm CRD# 133358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Andrew Carlson · MINNEAPOLIS, MN

Registration

CRD #1785284 · QUESTAR ASSET MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Jan 2024 – present

WOODBURY FINANCIAL SERVICES, INC.

Mar 2019 – Jan 2024

ELKHORN, NE

QUESTAR ASSET MANAGEMENT, INC.

Aug 2012 – Mar 2019

ELKHORN, NE

WOODBURY FINANCIAL SERVICES, INC.

Apr 2000 – Jul 2012

ELKHORN, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 25, 2000

Years registered · 26

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

QUESTAR ASSET MANAGEMENT, INC.

CRD 133358 · SEC 801-63747

AUM

$1.1B

Regulatory assets under management

Employees

431

6,432 client accounts

Services offered by QUESTAR ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUESTAR ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Scott Andrew Carlson offer?

Scott Andrew Carlson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Scott Andrew Carlson's credentials?

Scott Andrew Carlson holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Andrew Carlson located?

Scott Andrew Carlson is based in MINNEAPOLIS, Minnesota, working with QUESTAR ASSET MANAGEMENT, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Scott Andrew Carlson charge for services?

Scott Andrew Carlson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUESTAR ASSET MANAGEMENT, INC.?

QUESTAR ASSET MANAGEMENT, INC. has approximately 431 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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