Ryan Lee Carson

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2016 → 01/2019
  Chick-Fil-A
  Ames, IA
• 01/2019 → 05/2019
  Iowa State University
  Ames, IA
• 05/2019 → 09/2020
  Burgie's Coffee
  Ames, IA
• 09/2020 → 05/2021
  Iowa State University
  Ames, IA
• 05/2021 → 08/2021
  Burgie's Coffee
  Ames, IA
• 07/2021 → 04/2024
  Windmill Coffee Roasters
  Ames, IA
• 02/2024 → 08/2024
  Mucky Duck Pub, Llc
  Ames, IA
• 08/2024 → 12/2024
  Iowa State University
  Ames, IA
• 12/2024 → 01/2026
  Burgie's Coffee Nevada
  Ames, IA
• 01/2026 → 05/2026
  Unemployed
  Huxley, IA
• 06/2026 → Present
  Lpl Enterprise Llc
  St Louis Park, MN

Other Businesses

1. 05/27/2026– RYAN CARSON N/A Non-Variable Insurance – Non-Variable Insurance/Insurance Agency – Huxley IA – Inv Related – OBA Start Date: 05/22/2026– 160Hour(s)/Month – 160 Hour(s) During Trading 2. 05/27/2026 – Prudential Advisors – DBA for LPL Business (entity for LPL business) – Huxley IA – Inv Related – OBA Start Date: 05/22/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading

Exams

• S66 Uniform Combined State Law Examination
  2026-07-02