Mark Carlson, financial advisor Columbus IN

Mark Carlson

CRD Number: 3003016
Current Firm: State Farm Investment Management Corp.

Mark Carlson (CRD# 3003016) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbus, IN and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Columbus, IN Aug 2018 - Current 1
State Farm Vp Management Corp. Columbus, IN Dec 1997 - Current 22
Mark Carlson Insurance Agency Columbus, IN Apr 1996 - Current 23
State Farm Investment Management Corp. Columbus, IN Apr 2010 - Mar 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
Contact Info for Mark D. Carlson
Phone Number: 800-447-0740
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    7,452
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $1,862,992,505
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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