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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-08 |
Branch Locations
5550 Wild Rose Ln #400, West Des Moines, IA 50266 • United States
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telligen | Des Moines | IA | 09/2015 | 09/2016 |
| Athene Annuity & Life Company | West Des Moines | IA | 09/2016 | 02/2020 |
| Brokers International Financial Services | Urbandale | IA | 10/2022 | 06/2023 |
| Simplicity Wealth | Johnston | IA | 06/2023 | 01/2024 |
| Resigned / Maternity Leave / Unemployed | Ankeny | IA | 04/2021 | 10/2022 |
| Dhi Group | Urbandale | IA | 03/2020 | 04/2021 |
| Advisory Alpha | Holland | MI | 01/2024 | Present |
| Carlson Wealth Management | Johnston | IA | 10/2022 | Present |
(1) Carlson Wealth Management LLC; Investment related; 5550 Wild Rose Ln #400, West Des Moines, IA 505266; Fixed Insurance and Financial Services; Founder and Financial Advisor; 10/2022; Approx. 160 hours/month; Approx. 160 hours/month during trading hours; Provides financial, consulting, and insurance services to clients. (2) Lisa Carlson Insurance Agent; Investment-related; 518 SW Driftwood Ct, Ankeny, IA 50023; Fixed insurance sales; Insurance Agent; 10/2022; Approx. 80 hours/month; Approx. 80 hours/month during trading hours; Sale of life insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-16 |
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