Paige Linna Carlson
Investment adviser representative at Rossby Financial, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$854.8MFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Rossby Financial, LLCNov 2025 to now
- Prairie Oak Wealth, LLPNov 2025 to now
- Cambridge Investment Research Advisors, Inc.Aug 2023 to now
- Grinnell State BankJun 2023 to Aug 2023
- Self-employedJun 2022 to May 2023
- Grinnell CollegeJul 2019 to Jun 2022
- Grinnell CollegeJan 2014 to Jun 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
Rossby Financial, LLC
$854.8MAssets managed
3,910Clients
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
- 7777210
- Firm CRD
- 324631