Advisor profile


My approach

Paul D Carlson - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Paul D Carlson - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Investment Management
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CKA® Certified Kingdom Advisor®
  • BFA® Behavioral Financial Advisor
  • Licensed in Life and Health Insurance, as well as Annuities
  • Series 7 and 63 Securities License

Education

  • The Ohio State University, Columbus, Ohio Bachelors in Social and Behavior Sciences

Interests

  • Married to my beautiful bride Debbie for 31 years. We have three grown children and two grandchildren.
  • Enjoy staying active with Fly Fishing, Hunting and Skiing
  • Appreciate the stunning scenery of Michigan with Flying
  • Carlsons' Colonies Honey Hobby
  • Go Buckeyes!

Community participation

Operation Good Cheer - 2020

Rotary Club of Portage - Five Avenues of Service Award - 2016

Rotary International - District 6360 - District Governors Recognition

Outstanding Rotarian Service Above Self - 2015

Portage Rotary - International Service Award - 2011

Portage Outreach Community Center

Portage Senior Center

Portage Central High School

The Cinderella Project - Providing prom dresses free of charge to young women

Awards & recognition

  • Ameriprise Circle of Success, 2010-2020
  • Hall of Fame Inductee, 2015
  • Ameriprise Client Experience Award, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.