Daniel Carlson
Vice President, Wealth Advisor
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Areas of Expertise
Retirement Planning
Asset Allocation
Goal Alignment
Estate Planning
Life Insurance
Qualifications & Experience
- BA in Business Management, Lakeland University
- 10+ years of experience in Retirement Planning, Tax Planning and Investment Management
Green Bay, WI
Media
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Words to Live By
Don't be afraid to give up the good to go for the great.
John D. Rockefeller
Client Experience Professionals
Team Members
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About
With over a decade of experience as an advisor, Daniel offers financial evaluation and planning that enables individuals to achieve and maintain their income, asset, and retirement objectives. His primary focus is to build meaningful client relationships and offer a holistic approach to retirement planning and wealth management.
Daniel also enjoys working with company retirement plans, including 401(k)s, to create a plan that is unique to each company’s individual needs, fostering an environment for employee education and engagement.
In his free time, you can find Daniel earning his next PR on his Peloton, lowering his handicap on the golf course, or sitting poolside with friends and family in Kiel, WI.