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Daniel R Carlson

Farther

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About Daniel R Carlson

Daniel Carlson is an investment advisor representative with Farther, located in San Francisco, CA. Daniel has been in the industry for more than 10 years. Daniel is also a licensed insurance agent. Daniel is registered with the state of Wisconsin. Daniel holds the following licenses: Series 6, Series 7TO, Series 63, and Series 65. Daniel's areas of specialization include Retirement Planning, College Savings, Estate Planning, and Financial Planning. Daniel is committed to providing clients with personalized financial advice and guidance.

Firm Information

Daniel Carlson is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Daniel Carlson’s Registration & Firm History

CA

09/30/2022 - Present

Farther (SAN FRANCISCO CA)

WI

03/26/2012 - 10/04/2022

PACKERLAND BROKERAGE SERVICES, INC. (KIEL WI)

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Licenses & Designations

IA

Issued 12/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel R Carlson.
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