DC
Donovan J. Carson
CARSON CAPITAL
St. Louis Park, MN
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CRD#: 7367209
DC
Professional summary
Donovan John Carson is a registered financial advisor currently at CARSON CAPITAL located in St. Louis Park, Minnesota.
Donovan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Donovan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) UnitedHealthGroup; Sr.Product Owner; Not investment related; 40 hours per week; Eden Prairie, MN. 2) True Edge LLC; Owner & Property Manager; Not investment related; 5 hours per month; St Louis Park, MN.
CRS (Client Relationship Summary) - RIA
Click below to view Donovan John Carson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 16, 2021 - Present
CARSON CAPITAL
RIA
CRD#: 314563
St. Louis Park, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(9/16/2021)
IAR
Texas(9/22/2021)
Current Firm
CC
CARSON CAPITAL
CARSON CAPITAL | CARSON CAPITAL LLC
CRD#: 314563 / SEC#:
Minnesota
Registered Investment Advisory firm - (9/16/2021 Approved)Texas
Registered Investment Advisory firm - (9/22/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
St. Louis Park, MN
Mailing Address
Phone number
(612) 418-5345
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 103 |
| AUM (Assets Under Management) | $ 7,361,433 |
Red Flags
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