Steven Patrick Carlson

Employer firm

Strong Investment Management, LLC CRD 289309

$112M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2014 → 07/2019
  Valmark Securities, Inc.
  Akron, OH
• 08/2014 → 07/2019
  Valmark Advisers, Inc.
  Arkon, OH
• 07/2019 → 07/2024
  Next Financial Group
  Canton, OH
• 02/2021 → Present
  Strong Investment Management, Llc
  Canton, OH

Previous Registrations

• 2019-07-31 → 2024-07-03
  Next Financial Group, Inc.
  Canton, OH
• 2014-08-15 → 2019-07-12
  Valmark Advisers, Inc.
  Akron, OH
• 2013-11-05 → 2014-08-29
  Prosperity Capital Advisors
  Westlake, OH
• 2013-01-09 → 2013-05-02
  Valmark Advisers, Inc.
  Akron, OH
• 2005-11-09 → 2007-07-13
  Ubs Financial Services Inc.
  Akron, OH
  Akron, OH

Other Businesses

INDEPENDENT INSURANCE AGENT POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 100 30th Street NW, Suite 100, Canton OH 44709, United States DESCRIPTION: Insurance Agent

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-08-19
• S66 Uniform Combined State Law Examination
  2005-11-08

Other Names

• Steven P Carlson
• Steven P. Carlson