Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Carlson is a financial advisor currently registered with LPL Financial LLC. Dale has been in the financial industry since 1994. Dale has a wide range of experience having worked with a number of firms including Investment Centers of America, Inc., Cetera Investment Services LLC and MML Investors Services, LLC. Dale currently holds licenses in a number of states including Texas, Minnesota, Washington, Utah, Nevada, Nebraska, North Dakota, Maryland, Florida, California and Alaska. Dale's specializations include retirement planning, insurance, college savings, estate planning and financial planning. Dale is a registered representative of LPL Financial LLC, a member of FINRA/SIPC and an independent insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
02/18/2025 - Present
LPL Financial LLC (WHITE BEAR LAKE MN)
MN
11/24/2014 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (white bear lake MN)
MN
05/13/2011 - 11/24/2014
CETERA INVESTMENT SERVICES LLC (WHITE BEAR LAKE MN)
MN
02/12/2009 - 05/11/2011
MML INVESTORS SERVICES, LLC (MINNEAPOLIS MN)
MN
01/23/2008 - 11/06/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MINNEAPOLIS MN)
MN
11/27/2006 - 02/05/2008
IFMG SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/19/1994 - 12/31/2006
TCF INVESTMENTS, INC. (BLAINE MN)
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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