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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cm Cumbach Ltd River Forest Country Club | Elmhurst | IL | 03/2011 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2018 | 02/2018 |
| Northwestern Mutual Investment Services Llc | Lombard | IL | 01/2018 | 02/2018 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 03/2018 | 12/2024 |
| Unemployed | Plainfield | IL | 02/2018 | 03/2018 |
| Assetmark Brokerage, Llc | Chicago | IL | 05/2018 | 12/2024 |
| Cfd Investments, Inc. | Kokomo | IN | 07/2026 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 07/2026 | Present |
| Brian Carlson, Sole Poprietor | Plainfield | IL | 01/2025 | 06/2026 |
Carlson Wealth Management DBA; Investment Related; 14147 Hunt Club Lane, Plainfield, IL 60544; Financial Adviser; President; 6/29/2026; 160 hours/month; 8 hours/month; Duties will be in the financial advising space incorporating holistic planning, fee-based managed accounts, life insurance, annuities (fixed/variable), and minimal commission based investment accounts.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-24 |
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