Alan Carlson | Financial Advisor | Saint Paul, MN | U.S. Bancorp Wealth Management

Alan Carlson

Financial Advisor
U.S. Bancorp Investments

651.466.6917

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About Me

It is my pleasure to serve the financial needs of people nationwide. I started in the financial industry in 1996 and became a Financial Advisor in 2011. I hold a Bachelor of Arts degree in finance from the University of St. Thomas in Saint Paul, Minnesota. Arkansas Insurance Producer License Number 6963523.

I can help you work toward your immediate needs, or consult with you to create an appropriate long term financial plan. The Wealth Management Advisory Services team offers a wide variety of tools and resources to keep you on track.

In my free time I enjoy playing hockey, walking my dog and spending time with my children.

Area of Focus

Financial Planning

Retirement Income Planning

Investments

Annuities

Insurance Protection Planning

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.