Unclaimed Profile

Brian Jeremy Carlson

SUMMIT INVESTMENT ADVISORY SERVICES, LLC·ROSEVILLE, Minnesota

Clean recordSUMMIT INVESTMENT ADVISORY SERVICES, LLC

3065 CENTER POINTE DRIVE, ROSEVILLE, MN 55113CRD# 4210497Firm CRD# 168594

Profile Verification

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

Identity

Brian Jeremy Carlson · ROSEVILLE, MN

Registration

CRD #4210497 · SUMMIT INVESTMENT ADVISORY SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SUMMIT INVESTMENT ADVISORY SERVICES, LLC

SUMMIT INVESTMENT ADVISORY SERVICES

AUM

$562M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUMMIT INVESTMENT ADVISORY SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4210497

Firm CRD# 168594

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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