Todd Alan Carlson

Employer firm

Carlson Financial Advisory, LLC CRD 281868

$1.59M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Carlson Financial
  Liberty Lake, WA
• 10/2015 → Present
  Carlson Financial Advisory, Llc
  Liberty Lake, WA

Previous Registrations

• 2014-01-14 → 2015-10-26
  Signature Investments, Inc.
  Liberty Lake, WA
  Dayton, OH

Other Businesses

CARLSON FINANCIAL VALUATION; NON INVESTMENT RELATED; P O BOX 888, LIBERTY LAKE, WA 99019; BUSINESS VALUATION & CONSULTING SERVICES ASSOCIATED WITH THE VALUATION OF BUSINESSES, PROFESSIONAL PRACTICES & INTANGIBLE ASSETS, PREPARATION OF INDIVIDUAL INCOME TAXES; 2002; 40; 40.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-09

Other Names

• David Alan Carlson