# Shari Rene Carlson

Shari Rene Carlson is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with PHOENIX FISCAL INC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PHOENIX FISCAL INC](https://search.stillhousedata.com/firm/332777) | 2024-08-21 | present | Yes |
| [CREATIVE FINANCIAL SERVICES, INC](https://search.stillhousedata.com/firm/119801) | 2022-03-21 | 2024-09-17 | — |
| [MODERN FINANCIAL ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/317409) | 2022-03-02 | 2022-03-23 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2021-01-28 | 2021-10-01 | — |
| [MUTUAL OF OMAHA INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/611) | 2019-07-10 | 2021-01-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7079009)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7079009.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.