Unclaimed
Scott Carlson is a registered investment advisor representative with State Farm Investment Management Corp.. Scott has been in the industry since 1998 and is licensed in South Dakota. Scott is a licensed agent and owner of Scott Carlson’s Insurance Agency and is also a board member of Youth and Family Services. Scott is dedicated to providing financial advice to individuals and investment companies, ensuring their financial goals are met.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
SD
07/09/2021 - Present
State Farm Investment Management Corp. (Rapid City SD)
IA
Issued 06/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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