Jeffrey D Carlson
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ professional
Carlson Advisory & Wealth Management
This number may include years as a financial advisor, and/or experience as a registered representative.
5.0 out of 5 rating based on 1 reviews
Areas of focus
- Retirement Planning Strategies
- Retirement Income Strategies
- Women's Financial Strategies
- Charitable Giving
- Employee Stock Options
- Executive Compensation and Benefit Strategies
- Retirement Plan Distribution
- Estate Planning Strategies
- Wealth Preservation Strategies
- Small Business
- Tax Planning Strategies
- Family Finances
- Saving for Education
- I enjoy making at least one other person happy each day.
- I am married and have two grown children.
- My interests include travel, exercise, music, fishing, and golf.
- I love the great outdoors and spending time with nature.
Awards & recognition
- Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2020, 2021, and 2022
- Ameriprise Circle of Success, 2013, 2014, 2015, 2016, 2017, 2018, 2019, and 2020
- Carlson Advisory & Wealth Management, Ameriprise Client Experience Award, 2021
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner