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Tonya Lyn Carlson

Wealth Enhancement Brokerage Services, LLC

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About Tonya Lyn Carlson

Tonya Carlson is a financial advisor with over 20 years of experience in the industry. Tonya is currently registered with Wealth Enhancement Brokerage Services, LLC and LPL Financial LLC. Tonya has a Series 7 and Series 66 license and has also passed the Securities Industry Essentials Exam. Tonya holds a current registration with the state of Minnesota. Prior to joining Wealth Enhancement Brokerage Services, LLC, Tonya worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company.

Firm Information

Tonya Carlson is currently registered with Wealth Enhancement Brokerage Services, LLC. Wealth Enhancement Brokerage Services, LLC is a Limited Liability Company formed in June 2003. The firm is registered with the Securities and Exchange Commission and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

54

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.

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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Tonya Carlson’s Registration & Firm History

MN

04/19/2011 - Present

Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)

MN

11/18/1999 - 04/28/2011

AMERIPRISE FINANCIAL SERVICES, INC. (GOLDEN VALLEY MN)

MN

11/18/1999 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/03/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tonya Lyn Carlson.
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