Broker Check
Daniel Carlson, CRPC

Daniel Carlson, CRPC

Financial Advisor

Dan received his Bachelor’s Degree in Business Administration from Lakeland University. Dan enjoys working with company
retirement plans, including SIMPLE IRAs and 401(k)s, to build a plan that fits each company's uniqueness, as well as
engage and educate employees. He also enjoys partnering with individual clients to build financial plans based on their
individual needs and goals as their lives change.

He enjoys spending time outdoors golfing, boating, fishing. Dan and his wife Kellie live in Kiel with their two children, Kaylee & Carter.