Andrew Karlson is a registered investment advisor, based in Edina, MN, with 23 years of industry experience.
Location
7301 Ohms Lane, Suite 460, Edina, MN, 55439
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is the 100% owner of Karlson Corporation, which provides personal tax planning for his financial services business. He is also the 50% owner and Chief Manager/President of Karlson Larson Financial Group LLC, a legal entity established for advisory practice succession, but has no real duties related to it.
Employment History
Current Registrations
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations13 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.