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Asher Stevens Carlson

Investment Adviser Representative at 4:8 Financial

Canby, ORCRD #7804500Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Asher Stevens Carlson is an investment adviser representative with 4:8 Financial in Canby, OR, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Financial Advocates Investment Management. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oregon.

Office

266 Northwest 1st Ave
Canby, OR 97013

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Oregon

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/3/2025
Series 7
General Securities Representative Examination
Passed 12/28/2024
SIE
Securities Industry Essentials Examination
Passed 6/28/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

4:8 FinancialCurrent
8/14/2025 – Canby, OR
Financial Advocates Investment Management
6/10/2025 – 10/23/2025Canby, OR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. 4:8 Financial
    Sep 2023 – no end date reportedOregon City, OR
  2. LPL Financial LLC
    Oct 2023 – Dec 2025Canby, OR
  3. Carlson Academy (Homeschooled)
    Sep 2015 – Jun 2019Oregon City, OR
  4. Unemployed
    Jun 2019 – Sep 2019Oregon City, OR
  5. Carlson Academy (Homeschooled)
    Sep 2019 – Jun 2022Oregon City, OR
  6. Liberty University
    Sep 2022 – no end date reportedOregon City, OR
  7. Unemployed
    Jun 2022 – Sep 2022Oregon City, OR
  8. Financial Advocates Investment Management
    May 2025 – Oct 2025Canby, OR
  9. Carlson Financial, Inc. DBA 4:8 Financial
    Jul 2025 – no end date reportedCanby, OR

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About 4:8 Financial

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive Wealth Management including financial planning, retirement planning, tax planning, 401(k) and 403(b) planning, college plans, risk management, income distribution, advisory accounts, values-based investments, stocks and bonds, mutual funds, IRAs, ETFs, government securities, annuity servicing, disability income insurance, life insurance, and long-term-care insurance.

Retirement PlanningFinancial PlanningEstate PlanningTax PlanningInsuranceCharitable GivingWealth ManagementRisk Management
Firm areas of expertise
Faith-based Financial PlanningPurpose Centered Financial PlanningRetirement PlanningWealth ManagementTax PlanningValues-based InvestmentsInsuranceEstate Planning401(k) PlanningCollege PlansRisk Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Canby, OR
SEC file number:
801-134078

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 8, 2026

View full firm profile

Other advisors at 4:8 Financial

3 other advisors in the directory

View 4:8 Financial firm profile

Similar advisors in Canby, OR

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Asher Stevens Carlson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Asher Stevens Carlson (4:8 Financial) - Fees & Credentials