DC
DC

Donovan John Carson

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
28 clients
Average Client Portfolio
$263K average
Assets Under Management
$7.4M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

St. Louis Park, MN

Get directions

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.

Learn about disclosures →
Other Business Activities

Donovan works full-time as a Senior Product Owner at UnitedHealthGroup. He also spends minimal time as the Owner & Property Manager of True Edge LLC.

Employment History
Current Registrations
Carson Capital
September 2021 - Present · 4 yrs 5 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.