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Our financial advice team


Dan Carlson

Dan Carlson

MBA, CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
TruCairn Advisors
10
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.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Interests

  • Spending time with my family: traveling the world, visiting with friends and family, working on home improvement projects, playing board games
  • Staying active outdoors: golfing, biking and running around the Minneapolis chain of lakes, participating in co-ed rec sports
  • Playing hockey and coaching youth hockey with the Minneapolis Storm

Awards & recognition

  • Five Star Wealth Manager, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative
  • Series 66 - Combined State Securities Agent/Investment Adviser License
  • Life, Health, Variable Annuities License

Education

  • Bachelor of Business Administration, University of Notre Dame, South Bend, Indiana
  • MBA in International Business, Coventry University, Coventry, England

Community participation

  • Sponsorship of Project Success, initiative in Minneapolis Public Schools to promote and encourage higher education through mentoring, theatre, experiences and college tours.
  • Volunteer at Second Harvest Heartland