Gary Carlson
Gary Carlson is a registered investment advisor at Nations Financial Group, INC., based in Urbandale, IA, with 40 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,401 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nations Financial Group (NFGI) offers investment management services where fees are calculated as a percentage of the assets managed. These fees can vary depending on the specific advisor, client location, the types of investments, and the size of the account.
For individual portfolio management, pension consulting, and third-party manager programs, fees can be as high as 2.25% for discretionary and non-discretionary accounts. For all-inclusive wrap accounts, where transaction costs are included, fees can be up to 2.50%. For NFGI's 401k portfolios, fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%.
Location
Urbandale, IA
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Regulatory History (1)
Customer Dispute
November 2001Other Business ActivitiesSells Insurance
Gary is an independent insurance agent selling fixed, life, and long-term care insurance products, dedicating minimal time to this activity. He also owns Carlson Financial Services, providing financial services to clients and dedicating nearly full-time hours to this business.
Employment History
Current Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Previous Registrations
Vsr Financial Services, INC.Broker
The Masters
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.