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Our financial advice team


Bradley D Carter, Private Wealth Advisor serving the Salt Lake City, UT area - Ameriprise Advisors

Bradley D Carter

MS, CPA, APMA, ChFC®, CLTC®, RICP®

Private Wealth Advisor

Chartered Financial Consultant®
Carter & Monson Private Wealth Advisors

An Ameriprise Private Wealth Advisor

40
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

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Small Business

Qualifications

  • CPA Certified Public Accountant
  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care
  • RICP® Retirement Income Certified Professional®
  • Series 7, 63 and 65 Licensure
  • Life, Accident & Health Licensure

Education

  • Masters of Science, 1994 Taxation - Washington School of Law
  • Bachelor of Science, 1984 Accounting - University of Utah

Awards & recognition

  • Ameriprise Circle of Success, 2006-2008

Previous experience

  • Tax and Business Services Manager - American Express Tax & Business Services, 1989 - 1996
  • Financial Planning & Tax Manager - Sorenson & Brough, CPAs, 1983 - 1989

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Volunteer youth advisor at our local church
  • In 2012, Brad took a three-year leave of absence from Ameriprise Financial to serve with his wife, Donalynn, as a Mission President for The Church of Jesus Christ of Latter-day Saints in the Australia Adelaide Mission.

Interests

Brad and his wife, Donalynn, have a beautiful family of three daughters and seven grandchildren who enjoy traveling and being together. Brad also enjoys singing, playing the guitar, reading and cultural events. Golf and tennis are favorite recreational activities.