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Lisa Renae Carlson

Advisory Alpha, LLC

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About Lisa Renae Carlson

Lisa Carlson is a financial advisor at Advisory Alpha, LLC. She is based in Johnston, IA, and is registered with the state of Iowa. Lisa has been working in the financial services industry since 2012. She has a Series 6, Series 63 and Series 65 license. Lisa offers financial planning, portfolio management, and insurance services to individual and business clients. Lisa provides financial consulting and insurance services to clients.

Firm Information

Lisa Carlson is currently registered with Advisory Alpha, LLC. Advisory Alpha, LLC is an investment advisor based in Holland, MI. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Advisory Alpha, LLC manages approximately $2.99 billion in assets for clients.
Advisory Alpha, LLC

348 S WAVERLY RD

HOLLAND, MI 49423

$3.00B

Assets Under Management

Not reported

Total Clients

59

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Lisa Carlson’s Registration & Firm History

IA

01/08/2024 - Present

Advisory Alpha, LLC (Johnston IA)

IA

10/18/2016 - 02/24/2020

ATHENE SECURITIES, LLC (WEST DES MOINES IA)

IA

02/07/2012 - 09/08/2015

SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)

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Licenses & Designations

IA

Issued 09/03/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Renae Carlson.
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