Jim R. Carlson

Finance

Consumer Services

Profile

Mr. Carlson joined Northland Securities, Inc. in November 2007.
He is currently the Senior Vice President as well as Branch Manager.
He came to Northland with over 27 years of experience.
Previous experience includes directing and managing offices for Citigroup/Smith Barney and UBS (formerly Paine Webber).
He has been the past President of the Milwaukee Bond Club; is a member of the NASD Board of Arbitrators; a Wisconsin delegate to the Presidential Prayer Breakfast in Washington D.C.; a sponsoring member to the Governor's Prayer Breakfast and has been appointed to Lt.
Governor Barbara Lawton's Task Forces on Wisconsin Women Prosperity and Wisconsin Women in Depression.
Mr. Carlson earned his B.A.
from Lakeland College and MBA from the University of Miami.

Former positions of Jim R. Carlson

Companies	Position	End
UBS Americas, Inc. UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.	Corporate Officer/Principal	-
CITIGROUP INC.	Corporate Officer/Principal	-
Smith Barney & Co., Inc.	Corporate Officer/Principal	-
Northland Securities, Inc. Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients.	Corporate Officer/Principal	-

See the detail of Jim R. Carlson's experience

Training of Jim R. Carlson

Lakeland College	Undergraduate Degree
University of Miami	Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies