Brian Carlson, CFP®

Brian Carlson, CFP®

Director of Client Services

As Director of Client Services, Brian works directly with clients alongside the Wealth Advisors to ensure a seamless and enjoyable client experience. He graduated from the University of MN – Carlson School of Management and began his financial services career in 2000.

Brian has experience with Operations, Financial Planning and Investment Research. He currently holds his Series 7 and Series 63 securities registrations through LPL Financial, and he is also a Certified Financial Planner™.

Brian lives in Minneapolis with his wife, and they enjoy traveling and spending time with their dogs.