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2301 E Pikes Peak Ave, Colorado Springs, CO 80910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2024-11-04 |
| OH | RA | APPROVED | 2024-08-21 |
Branch Locations
2301 E Pikes Peak Ave, Colorado Springs, CO 80910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Colorado Springs | CO | 02/2019 | 01/2021 |
| Mutual Of Omaha Investor Services | Colorado Springs | CO | 03/2019 | 01/2021 |
| Vectra Bank Colorado | Colorado Springs | CO | 10/2012 | 02/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2021 | 07/2021 |
| Issac Financial Services | Buffalo | NY | 01/2021 | 07/2021 |
| Collaborative Consulting Group Llc | Colorado Springs | CO | 10/2021 | 12/2022 |
| Pheonix Fiscal Inc Dba Unity Wealth Strategies | Colorado Springs | CO | 02/2020 | Present |
| Modern Financial Asset Management Llc | Colorado Springs | CO | 08/2021 | 03/2022 |
| Creative Financial Services, Inc. | Colorado Springs | CO | 03/2022 | 09/2024 |
Shari Carlson is currently employed as a Trainer at Balancing Life's Issues. This activity primarily takes place outside of trading hours. Shari Carlson is currently employed as a Substitute Teacher at the Harrison School District 2. This activity accounts for approximately 5% of her time during trading hours. Shari Carlson currently serves as a parent provider community connector for S Carlson Care Provider. This activity accounts for approximately 25% of her time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-10 |
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