Brian Carlson Email & Phone Number
Senior Vice President - Wealth Services @ Alera Group, Inc.
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Brian Carlson Location
- Arlington Heights, IL, US
Brian Carlson Work
- 2018 -now Senior Vice President - Wealth Services @
- 2003 -now Vice President - Wealth Management @
Brian Carlson Education
- University of Wisconsin-Madison
Bachelor of Business Administration - BBA (Baseball Club - Founder)
-
Certified Financial Planner (CFP(R))
Brian Carlson Skills
- Insurance
- Investments
- Estate Planning
- Financial Services
- Retirement
- Long-term Care
- Wealth
- Banking
- Series 7
- Retirement Planning
- Finance
- Wealth Management
- Mutual Funds
- Portfolio Management
- Project Management
- CLU
- Business Development
- Long Term Care
- Financial Analysis
Brian Carlson Summary
- Brian Carlson, based in Arlington Heights, IL, US, is currently a Senior Vice President - Wealth Services at Alera Group, Inc.. Brian Carlson brings experience from previous roles at GCG Financial. Brian Carlson holds a Bachelor of Business Administration - BBA in Baseball Club - Founder @ University of Wisconsin-Madison. With a robust skill set that includes Insurance, Investments, Estate Planning, Financial Services, Retirement and more. Brian Carlson has 2 emails and 3 mobile phone numbers on RocketReach.
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