Jonathan
Carlblom
Acrylic Financial, Inc
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About this Advisor
Jonathan Carlblom is a financial advisor working in Lisbon, North Dakota with 2 years of relevant experience. Carlblom is on the advisory team at Acrylic Financial, Inc. The advisor has gained experience at Acrylic Financial, Inc, Advisors Group, Cape Premier Real Estate, Wanzek, Brahma Inc and Dl Jones. Carlblom maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in North Dakota. Acrylic Financial, Inc is a registered investment company operating out of Fountain Hills, AZ. The company has offices in 15 locations and a total of 16 people on staff. It has $72 million in assets among its 312 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 312 customer accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically are based on the type of services. Fee types charged by Acrylic Financial, Inc can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Acrylic Financial, Inc Brokerage Details
$72,416,313
16
312
$232,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Carlblom Work History
Jonathan has been registered as a financial advisor for 2 years.*
Cape Premier Real Estate
Advisors Group
Acrylic Financial, Inc
Wanzek
Brahma Inc
Dl Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Carlblom 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 Acrylic Financial, Inc
Traverse City, MI
Elkhorn, NE
Fountain Hills, AZ
Lisbon, ND
Palmdale, CA
Crystal Lake, IL
Wichita, KS
Fountain Hills, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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