Asher S. Carlson

4:8 FINANCIAL

CANBY, OR 97013

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CRD#: 7804500

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Asher Carlson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

August 14, 2025 - Present

4:8 FINANCIAL

Office #1: 266 Northwest 1st Ave, Canby, OR 97013

RIA

CRD#: 335831

CANBY, OR

Past

June 10, 2025 - October 23, 2025

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

CANBY, OR

Past

March 12, 2025 - December 8, 2025

LPL FINANCIAL LLC

CRD#: 6413

CANBY, OR

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".

4:8 FINANCIAL

4:8 FINANCIAL | CARLSON FINANCIAL, INC.

CRD#: 335831 / SEC#: 801-134078

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 66

Date: 5/3/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/28/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/28/2024

Securities Industry Essentials Examination

Current Firm

4:8 FINANCIAL

4:8 FINANCIAL | CARLSON FINANCIAL, INC.

CRD#: 335831 / SEC#: 801-134078

RIA

Registered Investment Advisory firm - (8/1/2025 Approved)

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Contact information

Main Address

266 Northwest 1st Ave, Canby, OR 97013

Mailing Address

Phone number

(503) 266-4848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE BROCHURE (12/5/2025)

ADV PART 2A - FIRM BROCHURE (12/5/2025)

Regulatory assets under management

Total Number of Accounts	1,788
AUM (Assets Under Management)	$ 301,287,159

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.

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Asher S. Carlson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

4:8 FINANCIAL

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

LPL FINANCIAL LLC

Primary Firm SEC Registration

4:8 FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 5/3/2025

Series 7TO

Date: 12/28/2024

SIE

Date: 6/28/2024

Current Firm

4:8 FINANCIAL

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

4:8 FINANCIAL

TRUST BUT VERIFY

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