Brian Carlson, CFP®, CLTC - Financial Advisor
Brian holds a degree from the University of Wisconsin-Madison in Finance Investments & Banking and completed his CERTIFIED FINANCIAL PLANNER™ professional designation from Northwestern University. He has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ professional and Certification of Long Term Care, CLTC, to better assist his clients.
He has been in the financial services and insurance industry since 2001 and is a Qualifying Member of the Million Dollar Round Table, an organization comprised of the top financial professionals worldwide. Brian is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.
Brian's services include developing appropriate financial strategies for businesses and individuals. In the business arena he assists in the selection and implementation of various programs including group insurance, business continuation, 401(k) and non-qualified plans. On the individual side, he helps his clients with their needs in the areas of insurance, investments*, college funding, estate planning and retirement strategies. In addition, Brian works separately as a financial planner if they desire a comprehensive fee-based financial plan.
In the medical community he is a sought after speaker and conducts over 100 educational workshops for residents, fellows, practicing physicians and students every year. Below are just a few of the institutions he speaks at every year.
* McGaw Medical Center of Northwestern University
* Rehabilitation Institute of Chicago
* Rush University Medical Center
* John H. Stroger Hospital of Cook County
* Loyola University Medical Center
* University of Chicago
* University of Illinois College of Medicine at Chicago
* Medical College of Wisconsin
He is an avid baseball fan who played four years in college. Due to the absence of a varsity program while attending UW, he founded the University of Wisconsin's Baseball Club. That organization has given many students the opportunity to play baseball at a very competitive level nationwide.
Registered Representative and Investment Advisor Representative with *Securian Financial Services, Inc.