Nancy A. Carlson, CFP®

• CERTIFIED FINANCIAL PLANNER™ practitioner - 1994
• Investment Advisor Representative (Series 65)
• Independent Insurance Broker - 1986
• Recognized as Forbes Best-In-State Women Advisors
  • Awarded Feb 2024 based on the time period from Sept 2022- Sept 2023 data complied and determined by Shook research for Forbes and no compensation was involved.

Education:

• CFP® - 1994
• BA - Business Administration, Art - 1985 - Augustana College - Sioux Falls, SD 1985

OTHER INTERESTS:

• US Patent holder