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Brian Jeremy Carlson

SUMMIT INVESTMENT ADVISORY SERVICES, LLC·ROSEVILLE, Minnesota
SIE, Series 7, Series 63CFPClean record12 years registeredSUMMIT 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 · 12 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT INVESTMENT ADVISORY SERVICES
Nov 2020 – present
LPL FINANCIAL LLC
Jan 2014 – Oct 2022
BLOOMINGTON, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · January 21, 2014
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT INVESTMENT ADVISORY SERVICES, LLC
CRD 168594 · SEC 801-110650
AUM
$562M
Regulatory assets under management
Employees
12
2,243 client accounts
Services offered by SUMMIT INVESTMENT ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUMMIT INVESTMENT ADVISORY SERVICES, LLC →
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05

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 at SUMMIT INVESTMENT ADVISORY SERVICES, LLC

Russell David Rogers
ROSEVILLE, MN
CFP
Scott Edward Caskey
ROSEVILLE, MN
CFP
Nathan Andrew Krampe
ROSEVILLE, MN
CFP
Sean Patrick Mcdermott
ROSEVILLE, MN
CFP

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