Chris Carlson, Financial Advisor located in Rockford, MI

Financial Advisor
Chris Carlson

MBA, CFP®
6739 Courtland Dr NE, Suite 202, Rockford, MI 49341opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Basketball
  • Traveling
  • Golfing
  • Pickleball

Team Members

  • Andrew Carlson
    Associate Financial Advisor
  • Natalie Filker
    Associate Financial Advisor
    CFP®
  • Jill McCarthy
    Sr. Branch Office Administrator
  • Robin Nunn
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(616) 874-8335

Fax

(877) 598-8805

Office Address

6739 Courtland Dr NE
Suite 202
Rockford, MI 49341opens in a new window

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