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Asher Stevens Carlson

4:8 FINANCIAL
CANBY, OR
·CRD# 7804500·2 years experience

Professional Summary

Asher Stevens Carlson, who also goes by Asher Carlson, is a registered financial advisor currently at 4:8 FINANCIAL located in Canby, Oregon. Asher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Asher has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Asher Carlson

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

2 years in the financial services industry

Current & Past Employments

4:8 FINANCIAL·CRD# 335831
RIA
266 Northwest 1st Ave, Canby, OR 97013
August 14, 2025 - Present
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT·CRD# 151298
RIA
Canby, OR
June 10, 2025 - October 23, 2025
LPL FINANCIAL LLC·CRD# 6413
BD
Canby, OR
March 12, 2025 - December 8, 2025

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Current Firm

4F
4:8 FINANCIAL

4:8 FINANCIAL | CARLSON FINANCIAL, INC.

CRD#: 335831 / SEC#: 801-134078
RIA
Registered Investment Advisory firm - SEC (8/1/2025 Approved)

Contact Information

Main Address

266 Northwest 1st Ave, Canby, OR 97013

Phone Number

(503) 266-4848

# of Employees

8

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE BROCHURE (3/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,884

AUM (Assets Under Management)

$317,952,000

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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. 05/07/2024- 4:8 Financial- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) - Start Date:09/05/2023 - 120 Hrs/Mth - 4 Hrs During Trading. 2) 10/08/2025 - 4:8 Financial - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:08/15/2025 - 180 Hrs/Mth - 5 Hrs During Trading.I provide investment advisory services through 4:8 Financial, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
4F
4:8 FINANCIAL

4:8 FINANCIAL | CARLSON FINANCIAL, INC.

CRD#: 335831 / SEC#: 801-134078
RIA
Registered Investment Advisory firm - SEC (8/1/2025 Approved)

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.
IAR
Oregon
(8/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2025About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2024About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Asher Stevens Carlson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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