Christopher David Carlson

Financial Advisor

My Team

Working With The Carlson Team

  • As a team, we are dedicated to always looking out for the best interest of our clients.
  • We have a young team that is ambitious, reliable, and looking forward to building long term relationships.
  • Each member of our team is focused on our professional development so that we can each be a dependable resource to our clients in all situations and markets.
  • Our team prides itself on dedicated follow up and timely response to our clients. We always respond to inquiries within 48 hours unless there is a major emergency. We are always respectful of our clients’ timelines, but do not lose focus on the importance of taking action.
  • Our team is always willing to listen and provide relevant feedback to each individual or family we work with. We are open and honest about our recommendations and even our compensation.  
 
Cassandra Carlson

Cassandra Carlson

Director of Marketing
Mobile 414-389-8930

Cassie grew up in Washington County and graduated from UW-Whitewater with a degree in Public Relations and General Management. She joined the Northwestern Mutual team in 2013 at a different office, but in the same marketing role that she currently holds at North Shore. Chris and Cassie are married and have a son named Joshua.

 Cassie is responsible for:

  • Calendar Management
  • Online Marketing
  • Office Financials
  • Organizing Office Events
  • Team Support
 
Rick Timothy Fifrick

Rick Timothy Fifrick

Director of Operations
Office 414-389-8927

Rick grew up in the Sheboygan area and attended the University of Wisconsin-Milwaukee. He graduated with a degree in social work and joined Northwestern Mutual in 2011 as a financial representative. Later that year, Rick joined the Carlson team as a registered associate financial representative. Rick is licensed in both insurance and investments. In his free time, Rick enjoys attending various sporting events around Milwaukee and tries to get out on the golf course whenever he can. 

Rick is responsible for:

  • Internal office matters, planning, and analytics for clients
  • He is the primary contact on the team when drafting comprehensive financial plans
  • Investment operations
  • Assisting Underwriting operations
  • Coordinating medical examinations for clients
 
Kristin B Belzer

Kristin B Belzer

Sales Execution Team
Office 414-368-1670

Kristin joined the team with Northwestern Mutual in 2001. She began working with Chris Fugman's team in 2012 as Associate Financial Representative & Director of Operations, and in May of 2017 joined the Carlson team to support new Financial Representatives in getting off to a fast start. Kristin is Life Insurance, Accident, and Health licensed. She lives in Port Washington with her husband, Gary, and their two sons, Colton and Gavin. Kristin enjoys spending time with her family and traveling.

Kristin is responsible for:

  • Underwriting operations
  • Information and service to insurance policies
  • Supporting our Team
  • Assist with day to day operations
  • Coordinating medical examinations for clients

 

 
 

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