Kyle Ian Fellers
Investment adviser representative at Carlson Investments
10 yearsExperience
2 statesRegistered in
$735.5MFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Carlson InvestmentsMar 2016 to now
- Dl Carlson Investment Group, Inc.Feb 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Carlson Investments
Legal name: Dl Carlson Investment Group Inc.
$735.5MAssets managed
360Clients
8Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4446152
- Firm CRD
- 105729