Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Mitchell Carlson is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Council Bluffs, IA. Todd has been in the financial industry since October 1999 and is registered with both the Securities and Exchange Commission and the state of Iowa. Todd has a wide range of experience and expertise, including providing financial planning, portfolio management, and educational seminars. Previously, Todd worked at Securities America, Inc., Spectrum Capital, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
03/17/2014 - Present
Cambridge Investment Research Advisors, Inc. (Council Bluffs IA)
IA
12/05/2007 - 03/25/2014
SECURITIES AMERICA, INC. (COUNCIL BLUFFS IA)
NE
09/06/2002 - 12/20/2007
SPECTRUM CAPITAL, INC. (OMAHA NE)
MN
10/01/1999 - 09/04/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/01/1999 - 09/04/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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