Bryan J. Webster
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bryan Jay Webster, CFP® was a registered financial professional .
Bryan is a previously registered financial professional and started their career in finance in 1985. Bryan had worked at 11 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1994
Experience
December 17, 2015 - October 12, 2018
CARLSON CAPITAL MANAGEMENT, LLC
March 20, 2014 - December 31, 2015
CARLSON CAPITAL MANAGEMENT
August 9, 2007 - May 29, 2009
WIPFLI HEWINS INVESTMENT ADVISORS LLC
December 2, 2005 - January 6, 2006
VALMARK SECURITIES, INC.
March 10, 2003 - September 16, 2005
IDS LIFE INSURANCE COMPANY
December 24, 1986 - September 16, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
September 17, 1986 - December 24, 1986
AMERICAN EXPRESS FINANCIAL ADVISORS JAPAN, INC.
June 11, 1986 - August 29, 1986
AMERIPRISE ADVISOR SERVICES, INC.
April 24, 1985 - August 12, 1986
LINCOLN NATIONAL PENSION INSURANCE COMPANY
April 24, 1985 - August 13, 1986
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
April 24, 1985 - August 13, 1986
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CARLSON CAPITAL MANAGEMENT, LLC
CRD#: 281544 / SEC#: 801-106832
Contact information
Regulatory assets under management
| Total Number of Accounts | 8,551 |
| AUM (Assets Under Management) | $ 3,808,650,292 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 10/30/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
