Chris Carlson

Partner & Wealth Management Advisor with Park Place Wealth Management at Northwestern Mutual

Role
Partner & Wealth Management Advisor with Park Place Wealth Management at Northwestern Mutual
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Chris Carlson

In 2022, my partners and I joined forces to create Park Place Wealth Management. With over 100 years of combined experience, our team delivers the financial strength, strategy and expertise that supports you and your family today and for generations to come. By uniting our teams, we have expanded our ability to deliver peace of mind, confidence, and financial stability to you and your family for another 100 years.While our name and look have evolved, our personal approach and service to you is the same as you have come to know and trust. We also continue to be proudly backed by Northwestern Mutual and our affiliation remains the same. Park Place is where your life meets your legacy. We are an advisory team that you can always lean on, who can integrate all elements of your financial plan and can help make sense of your bigger picture. As experienced financial experts, we help align the life that you’re living now with the vision you have for your future, keeping you and your family financially sharp in all the ways that matter most.Learn more at ppwm.nm.com

Experience

  1. Partner & Wealth Management Advisor with Park Place Wealth Management

    Northwestern Mutual

    Jun 2022 — Present

    Committed to providing expert financial guidance and making complex planning simple. We are experts in optimizing your finances for a multi-generational impact, a dream retirement, and full confidence in the reality of the legacy you want to leave.Member of the Million Dollar Round Table (MDRT)Member of the National Association of Insurance & Financial Advisors (NAIFA)

Education

  • Lawrence University

    Bachelor of Arts (B.A.), Psychology

    2005 — 2009

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Chris Carlson — Partner & Wealth Management Advisor with Park Place Wealth Management at Northwestern Mutual in Milwaukee, WI, US | Unifers