Nancy A. Carlson, CFP®
Financial Planner
- 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