Christopher David Carlson

Financial Advisor

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

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

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