James Louis Carlson
Investment adviser representative at Kinwell LLC
13 yearsExperience
6 statesRegistered in
$214.7MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Kinwell LLCOct 2017 to now
- Questis Advisor Partners, LLCJul 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 6 states (FL, GA, NC, SC, TX, VA).
Kinwell LLC
$214.7MAssets managed
129Clients
1Advisers
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
- 6239701
- Firm CRD
- 290449