Austin Carlson
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 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 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
12 years in the industry.
- Alo YogaAug 2025 to now
- Ameriprise Financial Services, LLCNov 2024 to now
- Florida Financial AdvisorsJul 2024 to Sep 2024
- DreamodelJun 2022 to Aug 2022
- Qdoba Mexican EatsOct 2021 to Jun 2024
- University of North DakotaSep 2020 to May 2024
- DoordashMay 2020 to Dec 2023
- UnemployedJul 2019 to May 2020
- Woodbury Athletic AssociationMay 2017 to Jul 2019
- UnemployedJul 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7962524
- Firm CRD
- 6363