Todd Alan Carlson

Current Employers

Carlson Financial Advisory, Llc

23403 E. Mission Avenue Suite 200F, Liberty Lake, WA 99019 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2015-12-16

WA RA
APPROVED

Since 2015-12-16

Branch Locations

23403 E. Mission Avenue Suite 200F, Liberty Lake, WA 99019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Carlson Financial	Liberty Lake	WA	05/2011	Present
Carlson Financial Advisory, Llc	Liberty Lake	WA	10/2015	Present

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-09-09

S65 Uniform Investment Adviser Law Examination

2013-09-09

Other Names

David Alan Carlson

View on SEC IAPD

Current Employers

Carlson Financial Advisory, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews