“Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.
Carlson Asset Management is not affiliated with Kestra IS or Kestra AS. Investor Disclosures

We currently have individuals licensed to offer securities in the states of: AZ, CA,CT,FL, GA, IL, IN, IA, MI, MN, NE, ND, VA, WA, WI and Investment Advisory services in the states of AZ, CA, FL, IN, IA, ME, NE, WA, WI.”

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefor, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state. 

“Bruce Carlson and Mary Tenpas Are Registered Representatives and Investment Advisor Representatives.”

400 Village Center Drive
Suite 400
North Oaks, MN 55127
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.