AdvisorOS Directory
Claim Profile
CC

Cole Alexander Carlson

NAVPOINT FINANCIAL, INC.·PRIOR LAKE, Minnesota
Unclaimed Profile
16180 HASTINGS AVE SE SUITE 301, PRIOR LAKE, MN 55372CRD# 7820590Firm CRD# 109432
01

About

Cole Alexander Carlson is a registered financial advisor based in PRIOR LAKE, Minnesota, affiliated with NAVPOINT FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVPOINT FINANCIAL, INC.
NAVPOINT FINANCIAL, INC.
AUM
$610M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NAVPOINT FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7820590
Firm CRD# 109432
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PRIOR LAKE?

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

Browse PRIOR LAKE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Cole Alexander Carlson offer?
Cole Alexander Carlson specializes in Financial Planning, Investment Management. Contact their office in PRIOR LAKE, Minnesota for a consultation.
What are Cole Alexander Carlson's credentials?
Cole Alexander Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cole Alexander Carlson located?
Cole Alexander Carlson is based in PRIOR LAKE, Minnesota, working with NAVPOINT FINANCIAL, INC.. Their office serves clients in the PRIOR LAKE metropolitan area and surrounding communities.
How does Cole Alexander Carlson charge for services?
Cole Alexander 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 NAVPOINT FINANCIAL, INC.?
NAVPOINT FINANCIAL, INC. has approximately 6 employees and manages $610M 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 in PRIOR LAKE
Gary David Martell — NAVPOINT FINANCIAL, INC.Dana Dominique Anderson — THE FINANCIAL PLANNING GROUP, INCAyn Elyse Carlson — NAVPOINT FINANCIAL, INC.Bruce Edwin Carlson — NAVPOINT FINANCIAL, INC.David Gary Martell — NAVPOINT FINANCIAL, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile