With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Rick Carlson, Private Wealth Advisor serving the Tomah, WI area - Ameriprise Advisors

Rick Carlson

MBA, CFP®, APMA

Private Wealth Advisor

President of Carlson Advisors
Learn more about Rick Carlson Visit Rick Carlson's website
Martha Klatt, Financial Advisor serving the Tomah, WI area - Ameriprise Advisors

Martha Klatt

MS, APMA, CMFA®

Financial Advisor

Managing Partner of Carlson Advisors
Learn more about Martha Klatt Visit Martha Klatt's website


Our team

Callie Griffin

Callie Griffin

Financial Planning Specialist

Kim Hatch

Kim Hatch

Client Service Coordinator

Hope Carlson

Hope Carlson

Intern