Broker Check
Todd Carlson

Todd Carlson

Financial Advisor

*Carlson Wealth Management is a branch office of Stichler Wealth Management

https://www.carlsonwealth.net/

Todd M. Carlson, President and Founder of Carlson Wealth Management, has over two decades of experience in the financial services industry. Todd & Cole have been working together since 2008.  Todd has a passion for educating his clients about the many investment options they have to choose from to help move them towards their financial goals. He discusses the advantages and disadvantages of each investment and allows his clients to decide which ones they are most comfortable with. Todd’s priorities are the needs and wishes of his clients, and he strives to find a strategy that is unique to their individual situation.

Carlson Wealth Management prides itself on the strong relationships that the firm has established with their clients. Todd is active in the community and has lived in Council Bluffs since 1999.  He has many friends and family in the area.

Practice Focus:

  • Retirement Planning
  • Social Security Income Maximization Planning
  • Investment Management
  • Risk Management (Insurance Planning)
  • Estate Planning
  • Tax Friendly Investments
  • Alternative Investments
  • Retirement Income Planning
  • Education Planning

Education:

  • Bachelor of Science Double Major in Economics and Business Administration, University of Nebraska at Kearney

Affiliations:

  • Member of the Financial Services Institute (FSI)

Licenses:

  • FINRA Series 7, 63, 65
  • Life, Health, Annuities