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Brian Jeremy Carlson

SUMMIT INVESTMENT ADVISORY SERVICES, LLC·ROSEVILLE, Minnesota
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3065 CENTER POINTE DRIVE, ROSEVILLE, MN 55113CRD# 4210497Firm CRD# 168594
01

About

Brian Jeremy Carlson is a registered financial advisor based in ROSEVILLE, Minnesota, affiliated with SUMMIT INVESTMENT ADVISORY SERVICES, LLC. 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
SUMMIT INVESTMENT ADVISORY SERVICES, LLC
SUMMIT INVESTMENT ADVISORY SERVICES
AUM
$562M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SUMMIT INVESTMENT ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4210497
Firm CRD# 168594
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Jeremy Carlson offer?
Brian Jeremy Carlson specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, Minnesota for a consultation.
What are Brian Jeremy Carlson's credentials?
Brian Jeremy Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Jeremy Carlson located?
Brian Jeremy Carlson is based in ROSEVILLE, Minnesota, working with SUMMIT INVESTMENT ADVISORY SERVICES, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Brian Jeremy Carlson charge for services?
Brian Jeremy 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 SUMMIT INVESTMENT ADVISORY SERVICES, LLC?
SUMMIT INVESTMENT ADVISORY SERVICES, LLC has approximately 12 employees and manages $562M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROSEVILLE
Steve Apfelbacher — EHLERS INVESTMENT PARTNERS, LLCPhil Cosson — EHLERS INVESTMENT PARTNERS, LLCPamela Kay Reinitz Ziermann — EHLERS INVESTMENT PARTNERS, LLCSean Patrick Mcdermott — SUMMIT INVESTMENT ADVISORY SERVICES, LLCDavid Paul Holleran — EHLERS INVESTMENT PARTNERS, LLC
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
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