Unclaimed Profile

Eric Anthony Carlson

ALERUS INVESTMENT ADVISORS CORPORATION·MINNETONKA, Minnesota

Clean recordALERUS INVESTMENT ADVISORS CORPORATION

10900 WAYZATA BLVD. SUITE 120, MINNETONKA, MN 55305CRD# 4629614Firm CRD# 145129

Profile Verification

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

Identity

Eric Anthony Carlson · MINNETONKA, MN

Registration

CRD #4629614 · ALERUS INVESTMENT ADVISORS CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Anthony Carlson is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with ALERUS INVESTMENT ADVISORS CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Eric

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

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

Firm Overview

Firm

ALERUS INVESTMENT ADVISORS CORPORATION

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALERUS INVESTMENT ADVISORS CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: FEE FOR SERVICE PROJECTS

Regulatory

SEC/IARD CRD# 4629614

Firm CRD# 145129

View on FINRA BrokerCheck →

Looking for a financial advisor in MINNETONKA?

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

Browse MINNETONKA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eric Anthony Carlson offer?

Eric Anthony Carlson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Eric Anthony Carlson's credentials?

Eric Anthony Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Anthony Carlson located?

Eric Anthony Carlson is based in MINNETONKA, Minnesota, working with ALERUS INVESTMENT ADVISORS CORPORATION. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does Eric Anthony Carlson charge for services?

Eric Anthony Carlson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fee for service projects. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALERUS INVESTMENT ADVISORS CORPORATION?

ALERUS INVESTMENT ADVISORS CORPORATION has approximately 15 employees and manages $1.8B 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 →