Troy Carlson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Colorado Springs, CO, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
104 S Cascade Avenue, Suite 103, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Troy owns and manages Dancing Bull Wealth Management, LLC, dedicating about a quarter of his time to it. He also serves as trustee for Dancing Bull Wealth Management 401k, spending minimal time on this role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations24 states
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