Sara Carlsson, Financial Advisor located in Mason City, IA

Financial Advisor
Sara J Carlsson

CFP®
202 1st Street S E, Ste 101, Mason City, IA 50401opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Agribusiness Professionals
  • Healthcare Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Camping
  • Spending Time with Family
  • Cooking
  • Cycling

Team Members

  • Nathan Bothwell
    Associate Financial Advisor Trainee
  • Jenny Verstegen
    Registered Branch Associate
  • Ashley Groth
    Branch Office Administrator
  • Leah Leal Cruz
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(641) 423-2093

Fax

(888) 847-8934

Office Address

202 1st Street S E
Ste 101
Mason City, IA 50401opens in a new window

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