BC
BC

Benjamin Robert Carlson

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
128 advisors
Number of Clients
5,837 clients
Average Client Portfolio
$540K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$50K
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Location

626 Busse Hwy, Park Ridge, IL, 60068

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benjamin owns The Bier Shed LLC, is a partner in Burk and Carlson LLC (which owns PFS Wealth Management and Personal Wealth Strategies), and is a partner in PFS Wealth Management. He is also an insurance agent selling fixed annuities and fixed/term life insurance, a USSA alpine ski coach during the winter months, and a speaker on insurance and annuity topics.

Employment History
Current Registrations
Arete Wealth Advisors, LLC
January 2022 - Present · 4 yrs 1 mo
Arete Wealth Management, LLCBroker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Brighthouse Securities, LLCBroker
March 2017 - January 2022 · 4 yrs 10 mos
Metlife Investors Distribution CompanyBroker
June 2015 - March 2017 · 1 yr 9 mos
Riversource Distributors, INC.Broker
November 2007 - April 2015 · 7 yrs 5 mos
Ameriprise Financial Services, INC.Broker
November 2002 - November 2007 · 5 yrs
Ids Life Insurance CompanyBroker
November 2002 - July 2006 · 3 yrs 8 mos
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.