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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Carlson is an investment advisor representative at United Advisors America. Alan has been in the industry since 1996. Alan is registered with the state of Minnesota. The firm provides investment advice to individuals and businesses. Alan specializes in investment planning, pension consulting, and portfolio management. Alan also works as an insurance agent for Alliance America.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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MN
07/03/2019 - Present
United Advisors America (St. Paul MN)
MN
01/13/2012 - 05/02/2019
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
01/03/2011 - 07/27/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
11/29/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
04/01/2002 - 02/02/2010
H.D. VEST INVESTMENT SERVICES (ST PAUL MN)
MN
07/15/1996 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
IA
Issued 07/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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