Alan
Carlson
United Advisors America
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About this Advisor
Alan Carlson is a financial advisor based in St. Paul, Minnesota, working with United Advisors America. Alan has previously held positions at U.S. Bancorp Investments, Inc, Alliance America Corporation, and United Advisors America Corporation. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Alan is part of United Advisors America, which operates out of St. Paul, Minnesota. The firm has 27 employees and manages assets totaling $260.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at United Advisors America includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Advisors America Brokerage Details
$260,175,011
27
2,249
$115,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Alan Carlson Work History
Alliance America Corporation
United Advisors America Corporation
U.S. Bancorp Investments, Inc
Disclosures
Please visit the SEC profile of Alan Carlson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Advisors America
Bloomington, MN
Mukwonago, WI
Atlanta, GA
St. Paul, MN
Prosper, TX
Prosper, TX
Bradenton, FL
Kronenwetter, WI
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