AdvisorOS Directory
Claim Profile
Unclaimed Profile
CC

Christopher Allen Carlson

OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, Ohio
Clean recordOHIO NATIONAL INVESTMENTS INC
ONE FINANCIAL WAY, MONTGOMERY, OH 45242CRD# 4585105Firm CRD# 107528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Allen Carlson · MONTGOMERY, OH
Registration
CRD #4585105 · OHIO NATIONAL INVESTMENTS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Allen Carlson is a registered financial advisor based in MONTGOMERY, Ohio, affiliated with OHIO NATIONAL INVESTMENTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CONSTELLATION INVESTMENTS, INC.
CONSTELLATION INVESTMENTS, INC.
AUM
$11.7B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at CONSTELLATION INVESTMENTS, INC. →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: REIMBURSED EXPENSES AND PAID ACTUAL COSTS
Regulatory
SEC/IARD CRD# 4585105
Firm CRD# 107528
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTGOMERY?

Browse all registered financial advisors in MONTGOMERY, Ohio or claim this profile if it's yours.

Browse MONTGOMERY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Christopher Allen Carlson offer?
Christopher Allen Carlson specializes in Investment Management, Wealth Management. Contact their office in MONTGOMERY, Ohio for a consultation.
What are Christopher Allen Carlson's credentials?
Christopher Allen Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Allen Carlson located?
Christopher Allen Carlson is based in MONTGOMERY, Ohio, working with OHIO NATIONAL INVESTMENTS INC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does Christopher Allen Carlson charge for services?
Christopher Allen Carlson's firm is compensated through percentage of aum, other: reimbursed expenses and paid actual costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OHIO NATIONAL INVESTMENTS INC?
OHIO NATIONAL INVESTMENTS INC has approximately 21 employees and manages $11.7B 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 at OHIO NATIONAL INVESTMENTS INC

Jeffrey Hart Markusson
MONTGOMERY, OH
William John Hilbert
MONTGOMERY, OH
Jonathan Morton Egol
MONTGOMERY, OH
Marc Andrew Hargis
MONTGOMERY, OH
Megan K Meyer
MONTGOMERY, OH
Robert Todd Brockman
MONTGOMERY, OH

More Advisors in MONTGOMERY, Ohio

Sachin Jain
CONSTELLATION INVESTMENTS, INC.·MONTGOMERY, OH
Barbara Ann Turner
OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, OH
Carlos Fernando Paiva
CONSTELLATION INVESTMENTS, INC.·MONTGOMERY, OH
Jed Rudolph Martin
OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, OH
John Keith Dwyer
OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, OH
Marc Ari Bruger
CONSTELLATION INVESTMENTS, INC.·MONTGOMERY, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile