Carlson Asset Management has joined Kestra Financial’s independent wealth platform.
Carlson Asset Management specialises in providing individuals and families with quality, personalised wealth management and retirement planning services with an emphasis on mitigating risk and growing assets.
“Bruce and his team have a vision for Carlson Asset Management’s long-term growth, and Kestra Financial is committed to empowering their success and offering the resources necessary to continue the firm’s upward trajectory,” says Daniel Schwamb, Senior Vice President of Business Development at Kestra Financial. “Kestra Financial is eager to partner with experienced, sophisticated financial services firms like Carlson Asset Management who want to take advantage of our practice enrichment tools, personal service and integrated, next-generation technology.”
Carlson Asset Management has a team of three advisors with a combined 71 years of experience.
“In Kestra Financial, we found a relationship that was able to seamlessly solve some of our pain points, including succession planning and back office support,” Carlson says. “Speaking on behalf of my colleagues Mary Tenpas, Amy Boland, and Brent Carlson, making the decision to join Kestra Financial was easy because of its unwavering support for advisors, depth of resources and dedicated team of on-call business consultants.”