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

Rick Carlson

MBA, CFP®, APMA

Private Wealth Advisor

Carlson Advisors
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 20 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Columbia University, MBA - 1994
  • Southern Methodist University, BBA Finance, BA Economics - 1987

Awards & recognition

  • Carlson Advisors, Ameriprise Client Experience Award, 2020-2023

Professional associations

  • Financial Services Institute

Previous experience

  • Coordinated Capital Securities, Inc., 2003 - 2016
  • Robert W. Baird, 1997 - 2003
  • Prudential Securities, 1996 - 1997
  • GE Capital, 1987 - 1996

Community participation

Giving back to our community is important to me. Some of the organizations I am involved in include:

- Tomah Chamber of Commerce - Current member and past Board President

- Hiawatha Golf Course - Current Board member

Interests

Family time with my wife and two young girls

Boating on Castle Rock Lake

Golfing

Hunting, Fishing and Sporting Clays

Green Bay Packer games