Paul David Carlson

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Portage, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Kalamazoo, MI

Other Businesses

Real Estate Ownership; Commercial; 6800 West "Q" Avenue Texas Township, MI 49009, ,; Investment-Related; 05/23/2018. Independent Insurance Brokering; Golden Rule; 10/03/2002; . Business Ownership; Helping Dreams LLC; Owner of office building; Consulting; 6800 West "Q" Avenue Texas Township, MI 49009, ,; Investment-Related; 11/04/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Carlson's Colonies; ; Honey; 5482 Whippoorwill DriveKalamazoo, MI 49009, ,; Not Investment-Related; 04/23/2014; 1 to 9 hours per month; 1 to 9 during trading hours / Base To Final; To manage expenses of my business; Expense management; 6800 W Q Street, , Kalamazoo, MI, 49009; Investment-Related; 09/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / On This Rock LLC; Financial backing; Real estate rental; 99 Monroe Ave NW #1210, , Grand Rapids, MI, 49503; Investment-Related; 09/16/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Texas Charter Township; Member; 7110 West Q Ave, , Kalamazoo, MI, 49009; Not Investment-Related; 03/28/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Calvary Bible Church; Deacon; 855 S Drake Road, , Kalamazoo, MI, 49009; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-16

Designations

Other Names

• Paul D Carlson