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Brian Robert Carlson

Assetmark, Inc.

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About Brian Robert Carlson

Brian Carlson is a financial professional with over 10 years of experience in the industry. Brian is currently registered with Assetmark, Inc. in Illinois. Brian is also a registered investment advisor in Illinois and New York. Brian specializes in providing financial advice to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Brian has a strong understanding of investment strategies and can help you develop a plan to reach your financial goals.

Firm Information

Brian Carlson is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Brian Carlson’s Registration & Firm History

IL

05/24/2018 - Present

Assetmark, Inc. (Chicago IL)

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Licenses & Designations

BC

Issued 08/30/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Robert Carlson.
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