Anna Carlson

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 09/2019 → Present
  Edward Jones
  St Louis, MO
• 05/2017 → 08/2019
  Sargento
  Kiel, WI
• 10/2016 → 03/2017
  Premier Financial Credit Union
  New Holstein, WI
• 03/2017 → 05/2017
  Unemployed
  Kiel, WI
• 08/2016 → 10/2016
  Unemployed
  Kiel, WI
• 08/2019 → 09/2019
  Unemployed
  Kiel, WI

Other Businesses

Type of business: Duplex Rental Kiel, WI Start date: 1/1/2009 Owner Hours per week: 0 Hours during trading: 0 rent one half of duplex out as income." * "Painting Hobby Type of business: Crafts Kiel, WI Start date: 7/4/2013 Owner Hours per week: 0 Hours during trading: 0 This is a hobby I do in my spare time, I sell things I make at farmers markets and craft shows with a sellers permit. I will not be selling crafts anymore after 2019 years end." *

Exams

• S66 Uniform Combined State Law Examination
  2019-11-08

Other Names

• Anna Claas