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Brett Roberts Carlson

Northwest Asset Management

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About Brett Roberts Carlson

Brett Carlson is an investment advisor representative with Northwest Asset Management. Brett is registered with the state of Washington and holds Series 7, 63, 31 and 65 licenses. Brett has been in the financial services industry for over 26 years. Brett's prior experience was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Northwest Asset Management specializes in providing portfolio management for individuals, financial planning and educational seminars.

Firm Information

Brett Carlson is currently registered with Northwest Asset Management. Northwest Asset Management is a registered investment advisor based in Mercer Island, WA with $3,271,377,063 in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. They also provide tax preparation services and have a wrap fee program. Northwest Asset Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and other clients.
Northwest Asset Management

2835 82ND AVENUE SE

MERCER ISLAND, WA 98040

$3.27B

Assets Under Management

17

Total Clients

56

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Carlson’s Registration & Firm History

WA

10/14/2013 - Present

Northwest Asset Management (MERCER ISLAND WA)

WA

11/18/1996 - 07/26/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)

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Licenses & Designations

IA

Issued 12/23/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 11/15/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Roberts Carlson.
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