Brian Carlson, CFP®

Wealth Advisor and Partner

Working alongside clients since 2000, Brian has consistently delivered high quality advice, service and attention to detail.  By working with you to help you make informed and well analyzed decisions, together we can make your retirement a successful one.


As a Certified Financial Planner, Partner and Director of Client Service for Summit Investment Advisors, Brian brings both the experience and knowledge necessary to provide you with comprehensive, ongoing advice.  He strives to make intricate strategies easily understandable and relatable to you.

Brian is a graduate of the University of MN – Carlson School of Management.  He is a Certified Financial Planner™ and holds his Series 7 and Series 63 securities registrations through LPL Financial.