Steven Patrick Carlson
Investment adviser representative at Strong Investment Management, LLC
12 yearsExperience
2 statesRegistered in
$111.9MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Strong Investment Management, LLCFeb 2021 to now
- Next Financial GroupJul 2019 to Jul 2024
- Valmark Advisers, Inc.Aug 2014 to Jul 2019
- Valmark Securities, Inc.Aug 2014 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, VA).
Strong Investment Management, LLC
$111.9MAssets managed
404Clients
3Advisers
Under 1 yearIn 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
- 5024470
- Firm CRD
- 289309