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Our financial advice team


Chase Carlson, Financial Advisor serving the Kalamazoo, MI area - Ameriprise Advisors

Chase Carlson

CFP®

Financial Advisor

BASE TO FINAL WEALTH MANAGEMENT
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Christian Financial Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Western Michigan University
  • Bachelors Degree in Sales & Business Marketing
  • Minor in Economics

Interests

  • I have always been deeply interested in people. I believe that everyone's personal story, hardships, failures, and successes form them to be a better version of themselves today, than they were yesterday. This job has given me the gift of playing a role in my clients' lives throughout every stage.
  • Since Carson and I got married in May of 2021, my life has changed for the better in several ways. Whether we are bowling on a Friday night, golfing, taking our dog (Sonny) on a walk, or even just taking a drive, we always find a way to have a great time.
  • I am a die-hard Ohio State Buckeye fan!