Sten Carlson
Sten Carlson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Corvallis, OR, with 33 years of industry experience. Sten is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
2396 NW Kings Blvd, Ste 101, Corvallis, OR, 97330
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Other Business ActivitiesSells Insurance
Sten is an independent insurance broker for multiple companies, selling disability income products. He also has business ownership interests and serves on the board of directors for Carlson Sten Elder and as a member of Carlson Sten.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations39 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.
Exams
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