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Kameron Jay Carlson

PROFESSIONAL FINANCIAL SERVICES, INC.·SIOUX FALLS, South Dakota
SIE, Series 7, Series 63, Series 65CFPClean record30 years registeredPROFESSIONAL FINANCIAL SERVICES, INC.
5024 S. BUR OAK PL., SIOUX FALLS, SD 57108CRD# 2580327Firm CRD# 269937

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kameron Jay Carlson · SIOUX FALLS, SD
Registration
CRD #2580327 · PROFESSIONAL FINANCIAL SERVICES, INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

PRIME CAPITAL FINANCIAL
Dec 2022 – present
PROFESSIONAL FINANCIAL SERVICES, INC.
Aug 2015 – Mar 2023
SIOUX FALLS, SD
LPL FINANCIAL LLC
Jun 1996 – Sep 2016
SIOUX FALLS, SD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · June 13, 1996
Years registered · 30
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROFESSIONAL FINANCIAL SERVICES, INC.
CRD 269937 · SEC 801-101514
AUM
$190M
Regulatory assets under management
Employees
2
625 client accounts
Services offered by PROFESSIONAL FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PROFESSIONAL FINANCIAL SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Kameron Jay Carlson offer?
Kameron Jay Carlson specializes in Financial Planning, Investment Management. Contact their office in SIOUX FALLS, South Dakota for a consultation.
What are Kameron Jay Carlson's credentials?
Kameron Jay Carlson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kameron Jay Carlson located?
Kameron Jay Carlson is based in SIOUX FALLS, South Dakota, working with PROFESSIONAL FINANCIAL SERVICES, INC.. Their office serves clients in the SIOUX FALLS metropolitan area and surrounding communities.
How does Kameron Jay Carlson charge for services?
Kameron Jay 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 PROFESSIONAL FINANCIAL SERVICES, INC.?
PROFESSIONAL FINANCIAL SERVICES, INC. has approximately 2 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROFESSIONAL FINANCIAL SERVICES, INC.

Nancy Ann Carlson
SIOUX FALLS, SD
CFP

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