Christopher David Carlson

Wealth Management Advisor

11270 W Park Pl Ste 100
Milwaukee, WI 53224-3624
  • Mobile 414-202-8437

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Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Chris can help identify your needs and provide complementary solutions.

My Mission

My purpose is to build long lasting relationships, and to serve my clients in all aspects of their financial lives. Whether in good, bad, or indifferent times, I will do everything in my power to help make sure your planning is suitable. Our team will make sure that your personalized plan is continually up to date, and we are tracking to help you achieve your goals. Our clients have access to Northwestern Mutual’s world class financial products and services. My clients and I have a relationship in which we care about each other deeply, and challenge each other when necessary.

Our Values: Faith, Growth, Integrity, and Courage.

Christopher Carlson and his team are a values-driven organization that focuses on: Growth, Honesty, and Purpose.

As you work together, Christopher Carlson uses an approach that typically consists of these five steps:

  1. Fact Finding - Collect and discuss information on your current financial situation.
  2. Progress Check - Determine your financial goals and objectives and assess your progress.
  3. Financial Roadmap - Recommend a plan to help meet your goals.
  4. Implementation - Assure smooth implementation of your plan.
  5. Service - Monitor your progress; are you on track or do you need to make adjustments to your current program? How can we better serve you?

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

Advanced Planning
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck