Christopher David Carlson

Financial Advisor

Professional

Chris started his career with Northwestern Mutual in 2007 as a college financial representative thanks to an introduction from Russ Ostrowski. Chris earned his position as a full time member of the firm in 2009 and has held the roles of College Unit Director, Field Director, and is currently the Managing Director of the North Shore Office in Glendale. Chris works with clients ranging from young professionals, to established families, to successful business owners. He believes that there are endless opportunities to help his clients, and is passionate about creating new relationships. 

In addition to helping his clients plan for their future, he continues to build a team of qualified financial representatives within Northwestern Mutual at the North Shore Office.  As a Managing Director, Chris' main objective is to continue to select and develop quality Financial Representatives and College Interns for the North Shore Milwaukee office.  

Chris is an accomplished member for the Million Dollar Round Table (MDRT) (2012). MDRT is the premiere association of financial professionals.  MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

Chris is also a member of the National Association of Insurance and Financial Advisors (NAIFA). NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

Years of Experience

Representing Northwestern Mutual since 2007.

Education

Degree Major Institution
Bachelor of Arts Psychology; Minor in Economics Lawrence University

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2012

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2016

Award recognizing commitment to excellence in service to clients and industry

 

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