Carlson Wealth Management LLC
Iowa
Iowa
Registered In
10/16/2022
Incorp. Date
Company Summary
Carlson Wealth Management LLC in Iowa lists Lisa Carlson of Ankeny, IA.
- Registered In
- Iowa
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Lisa Carlson
Registered Agent
|
518 SW DRIFTWOOD CT, ANKENY, IA 50023
|
Financial Information for Carlson Wealth Management LLC
PPP Loans
CARLSON WEALTH MANAGEMENT
421 W Broadway Ste 550, Council Bluffs, IA 51503-9046| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/04/2021 | Approved$22,483 Forgiven$22,591 LenderFirst National Bank of Omaha Jobs1 | 02/04/2021 | $22,483 | $22,591 | First National Bank of Omaha | 1 |
| 04/28/2020 | Approved$20,696 Forgiven$20,847 LenderFirst National Bank of Omaha Jobs2 | 04/28/2020 | $20,696 | $20,847 | First National Bank of Omaha | 2 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
|
Carlson Wealth Management LLC
Registered in Arizona
|
Sun City West, AZ | View Report |
The following government agencies have contributed data:
Iowa Secretary of State U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States