Eric Carl Carlson
Investment adviser representative at Accelerate Retirement
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$315.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Accelerate RetirementMay 2023 to now
- S Corp dba Proserv Realty, Proserv Mortgage, and Carlson Tax SvcAug 2010 to now
- Nfp RetirementDec 2021 to Jul 2023
- Triad AdvisorsJan 2019 to Dec 2021
- Independent Financial PartnersFeb 2014 to Dec 2018
- LPL Financial LLCFeb 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Accelerate Retirement
Legal name: Accelerate Investment Advisors LLC
$315.4MAssets managed
1,076Clients
31Advisers
3 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
- 6148345
- Firm CRD
- 325859