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Cory Carlson

Wealth Enhancement Brokerage Services, LLC

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About Cory Carlson

Cory Carlson is a financial advisor who has been working in the industry since November 27, 1999. Cory is registered with Wealth Enhancement Brokerage Services, LLC and LPL Financial LLC. Cory has a Series 63, Series 24, Series 57TO, SIE, Series 55, and Series 7 license. Cory is registered in Minnesota and has an approved SRO, FINRA, and state registration. Cory has previously worked with Feltl & Company, Miller Johnson Steichen Kinnard, Inc. and John G. Kinnard and Company, Incorporated.

Firm Information

Cory Carlson is currently registered with Wealth Enhancement Brokerage Services, LLC. Wealth Enhancement Brokerage Services, LLC is a Limited Liability Company formed in June 2003. The firm is registered with the Securities and Exchange Commission and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

54

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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Cory Carlson’s Registration & Firm History

MN

11/07/2017 - Present

Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)

MN

02/21/2007 - 06/15/2017

FELTL & COMPANY (PLYMOUTH MN)

MN

09/10/2002 - 12/31/2006

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

MN

01/01/2001 - 10/12/2001

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

MN

06/25/1998 - 01/01/2001

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/17/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cory Carlson.
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