Kelly Carlson
Retirement Plan Consultant | Plan Sponsor Advisor | Fiduciary Guidance
- Role
- Principal and Managing Director, Retirement Consultant at Advizrs
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Kelly Carlson
Kelly S. Carlson, AIF, CFS, CPFA founded Advizrs to provide a comprehensive…
Experience
Principal and Managing Director, Retirement Consultant
Feb 2011 — Present
At Advizrs, Kelly works directly with plan sponsors and plan participants to create effective retirement plan solutions that meet their unique needs. She serves as a co-fiduciary: a position of trust and proficiency with over 25 years of industry experience. By keeping her clients at the forefront of the business model, Kelly provides peace of mind in the ever-changing landscape of plan design, regulation and compliance. Registered Representative, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Advizrs are not affiliated.
Education
Florida State University
Bachelor of Science (B.S.), Accounting
1987 — 1991
Skills
- Benchmarking
- Defined Benefit
- Retirement
- 457 Plans
- Retirement Plan Consulting
- Retirement Planning
- Fiduciary Services
- 401k
- Enrollment Services
- 403 B
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