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Sara Jeanne Bodeen Carlsson

Edward Jones

Mason City, IA

CRD 5083641

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-27
IA RA APPROVED 2007-02-06
  • TX RA
    APPROVED_RES
    Since 2018-12-27
  • IA RA
    APPROVED
    Since 2007-02-06

Branch Locations

202 1St Street S E Ste 101, Mason City, IA 50401 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2006 Present
Other Businesses

A2E3 Properties Type of business: Property Ownership Mason City, IA Start date: 4/1/2023 President Hours per week: 2 Hours during trading: 1 Maintain property. * The Kirk MC LLC Type of business: LLC Mason City, IA Start date: 3/10/2025 President Hours per week: 2 Hours during trading: 1 Administrative and business decisions

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-25
S63 Uniform Securities Agent State Law Examination 2006-04-01
  • S66 Uniform Combined State Law Examination
    2007-01-25
  • S63 Uniform Securities Agent State Law Examination
    2006-04-01
Designations
  • Certified Financial Planner
Other Names
  • Sara Jeanne Bodeen
  • Sara Jeanne Carlsson

View on SEC IAPD

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