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Ryan Carlson

American Independent Securities Group, LLC
25 Years of Experience
Eagle, ID
1 DisclosureBrokerSells Insurance
View SEC Summary
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Ryan Carlson is a registered investment advisor at American Independent Securities Group, LLC, based in Eagle, ID, with 25 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.

American Independent Securities Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$986.3M

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

664 S Rivershore Lane, Suite 150, Eagle, ID, 83616

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ryan is an agent on AISGS health policy and is paid by commission. This activity requires minimal time.

Employment History
Current Registrations
American Independent Securities Group, LLC
October 2005 - Present · 21 yrs
American Independent Securities Group, LLC
August 2005 - Present · 21 yrs 2 mos
American Independent Securities Group, LLCBroker
August 2005 - Present · 21 yrs 2 mos
Previous Registrations
Samco Financial Services, INC.Broker
March 2005 - December 2005 · 9 mos
TD Waterhouse Investor Services, INC.
April 2003 - November 2004 · 1 yr 7 mos
TD Waterhouse Investor Services, INC.Broker
June 2002 - November 2004 · 2 yrs 5 mos
Morgan Stanley
October 2000 - May 2002 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
August 2000 - May 2002 · 1 yr 9 mos
State Registrations35 states
AKALARAZCACOCTFLGAHIIAIDILINKSLAMIMNMOMSMTNCNDNHNMNVNYOHORPASDTXUTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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