Jeffrey D. Carlson, CFP^®

Private Wealth Advisor

Carlson Advisory & Wealth Management - Ameriprise Financial Services, Inc.

10025 Governor Warfield Pkwy, Ste 209
Columbia, MD 21044

FINANCIAL ADVISOR'S WEBSITE

carlsonadvisorywm.com

(410) 740-8000 CONNECT WITH Jeffrey

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Fee and/or Commission, as the requirements of your situation may dictate.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Team Website

General

Jeffrey Carlson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carlson Advisory & Wealth Management - Ameriprise Financial Services, Inc. in Columbia, MD and the surrounding communities.

Financial Advisor Overview

Through an interactive process, we provide personalized goal-based financial advice to help you feel more confident about your financial future.

Financial Advisor Experience

23+ years

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: MD
Health/disability insurance: MD
Fixed annuities: MD
Variable annuities: MD

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Government & Military, Mutual Funds, Irregular Income, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances