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Cole Alexander Carlson

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cole Alexander Carlson · PRIOR LAKE, MN
Registration
CRD #7820590 · NAVPOINT FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at NAVPOINT FINANCIAL, INC.

Gary David Martell
PRIOR LAKE, MN
Bruce Edwin Carlson
PRIOR LAKE, MN
David Gary Martell
PRIOR LAKE, MN
Krista Marie Ketelsen
PRIOR LAKE, MN
Ayn Elyse Carlson
PRIOR LAKE, MN

More Advisors in PRIOR LAKE, Minnesota

Dana Dominique Anderson
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Nearby cities in Minnesota
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Research
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