Scott Andrew Carlson

Current Employers

Employment History

• 08/2012 → 12/2019
  Questar Asset Management
  Minneapolis, MN
• 08/2012 → 12/2019
  Allianz Life Insurance Company
  Minneapolis, MN
• 08/2016 → 12/2019
  Questar Capital Corporation
  Minneapolis, MN
• 08/2012 → 12/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Elkhorn, NE
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Elkhorn, NE
• 01/2024 → Present
  Osaic Wealth, Inc.
  Elkhorn, NE

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Elkhorn, NE
• 2012-08-15 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Elkhorn, NE
• 2000-04-25 → 2012-07-25
  Woodbury Financial Services, Inc.
  Elkhorn, NE
  Oakdale, MN
  Lincoln, NE
  Lincoln, NE

Other Businesses

1) CARLSON RENTAL PROPERTYS POSITION: Owner/operator NATURE: This is jt with a survivorship rental property owned with my Wife Tami. Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2020 ADDRESS: 908 s 243rd st, Waterloo NE 68069, United States DESCRIPTION: I own and operate two rental units for college students. The main renters are my children and their friends. 2) CARLSON FINANCIAL POSITION: Agent-owner NATURE: sole proprietorship, Insurance agency, earns overrides on agents business INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/05/2012 ADDRESS: 1908 N 203rd St Suite 6, Elkhorn NE 68022, United States DESCRIPTION: Sales of fixed annuities, disability, health, life, employee benefits and LTC products 3) SISU FINANCIAL POSITION: President/ceo NATURE: Corporation LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2021 ADDRESS: 1908 N 203rd St, Elkhorn NE 68022, United States DESCRIPTION: Sisu Financial is a corporation to sell traditional insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-30
• S63 Uniform Securities Agent State Law Examination
  1988-07-08

Designations