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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Carlson is a financial advisor with over 25 years of experience in the industry. He currently works at LPL Financial LLC and is registered with the state of Michigan as an investment advisor representative. Previously, he was registered with Mutual Service Corporation and Robert W. Baird & Co. Incorporated. Todd Carlson has a wide range of experience and holds several licenses and designations, including Series 63, Series 65, and Series 7. He specializes in providing financial advice to individuals, families, and businesses. Todd Carlson is committed to helping his clients achieve their financial goals and has experience with retirement planning, investment management, and college savings.
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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MI
06/29/2010 - Present
LPL Financial LLC (MUSKEGON MI)
MI
01/31/2003 - 10/07/2009
MUTUAL SERVICE CORPORATION (MUSKEGON MI)
WI
09/16/1996 - 02/03/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 09/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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