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Brett Daniel Carlson

FBL Marketing Services, LLC

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About Brett Daniel Carlson

Brett Carlson is a financial advisor with FBL Marketing Services, LLC. Brett has been in the financial services industry since 2005 and is licensed in Minnesota and North Dakota. Brett holds Series 6, 63 and SIE licenses. FBL Marketing Services, LLC is a financial services firm that offers a variety of products and services to individuals and businesses.

Firm Information

Brett Carlson is currently registered with FBL Marketing Services, LLC. FBL Marketing Services, LLC is a Limited Liability Company formed on August 15, 2012. They are registered in 44 states and hold one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,069

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brett Carlson’s Registration & Firm History

MN

05/23/2005 - Present

FBL Marketing Services, LLC (Baxter MN)

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Licenses & Designations

BC

Issued 06/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brett Daniel Carlson. Review regulatory record here.
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