Brian | Wealth Advisor & Partner | Summit Investment Advisors

Brian Carlson CFP®

Wealth Advisor, Partner

Brian Carlson, CFP® is a Certified Financial Planner™, Partner and Director of Client Service for Summit Investment Advisors. He holds his Series 7 and 63 license through LPL Financial.

Working alongside clients since 2000, Brian has consistently sought to deliver high quality advice, service, and attention to detail. He enjoys helping people navigate the complex facets of retirement planning, so they can retire with the confidence they deserve. 

Brian is a graduate of the University of Minnesota – Carlson School of Management. As a Certified Financial Planner, 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.

Schedule a 30 minute call with Brian