Thomas Carlson Email & Phone Number

I serve a select group of individuals, families and businesses. Those who may benefit from my services typically: Desire a personal relationship rather than just being an “account”Are open to objective advice and can implement suggested solutionsAre serious about their financial goals and well beingWould like to feel in control of their financial direction and avoid mistakesWant to simplify, streamline, and consolidate their money managementHave other things they would rather do than worry about moneyThey also typically have:Household incomes of $75,000 or moreAND/ORCurrent and expected retirement assets of $100,000 or more. Tom holds Series 7, 6, 63 & 65 securities licenses. Please see www.tomcarlsonfinancial.com for additional information and disclosures. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.Securities offered through Securities America, Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.org), and advisory services offered through Securities America Advisors, Inc., Thomas H. Carlson, Representative. Investor Securities Group, Inc. and the Securities America companies are separate companies.

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  Western Michigan University

  Production & Operations Management