Paul Carlson
Paul Carlson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Kalamazoo, MI, with 44 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
6800 W Q Ave, Kalamazoo, MI, 49009
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2006Customer Dispute
August 2003Customer Dispute
July 2003Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Paul owns commercial real estate, is an independent insurance broker with Golden Rule since 2002, and has a consulting business. He also serves on the board of directors for Carlson and as a deacon at Calvary Bible Church, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.