John Carlsen
John Carlsen is a registered investment advisor at Wells Fargo Advisors, based in Placerville, CA, with 32 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
186 Placerville Dr, Placerville, CA, 95667
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2012Other Business Activities
John owns rental properties in Roseville and Sacramento, dedicating minimal time each month as a landlord. He also serves as treasurer for El Dorado Hills Lacrosse, spending a few hours per week on expenses and registration fees.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
State Registrations11 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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