Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Daniel Carlson

Kiel,WI

Summary

Results-driven Wealth Advisor with over a decade of experience in financial planning, investment management, and client relationship building. Expertise in providing tailored wealth strategies to high-net-worth individuals and families. Adept at leveraging technology to enhance financial advisory services, with a strong background in fintech-driven solutions. Passionate about guiding clients toward financial security through innovative and personalized strategies.

Overview

13
13
years of professional experience
1
1
Certification

Work History

VP, Wealth Advisor

Farther
10.2022 - Current
  • Deliver comprehensive wealth management solutions through a cutting-edge, tech-enabled platform.
  • Provide tailored financial planning, investment management, and estate planning strategies to a diverse client base.
  • Utilize a modern RIA structure to streamline operations and enhance client experience.
  • Collaborate with in-house investment professionals and financial planning experts to optimize wealth strategies.
  • Expand the firm’s presence by building and maintaining strong client relationships, leveraging digital tools for seamless engagement.

Financial Advisor

Packerland Brokerage Services
05.2012 - 09.2022
  • Advised high-net-worth individuals and families on investment management, retirement planning, and risk management.
  • Developed customized financial plans tailored to client objectives, risk tolerance, and time horizon.
  • Provided expertise in tax-efficient investing, estate planning, and portfolio diversification.
  • Built long-term relationships with clients, ensuring financial strategies evolved with life changes.
  • Maintained compliance with industry regulations while delivering transparent and ethical financial guidance.

Education

Bachelor of Arts - Business Management

Lakeland University
Sheboygan, WI
06-2008

Skills

  • Wealth Management & Financial Planning
  • Investment Strategy & Portfolio Management
  • Retirement & Estate Planning
  • Fintech-Driven Advisory Solutions
  • High-Net-Worth Client Services
  • Risk Management & Tax-Efficient Investing
  • Regulatory Compliance & Ethics

Certification

CRPC - Chartered Retirement Planning Counselor
Wisconsin Health & Life
Series 6, 7, 63, 65

Timeline

VP, Wealth Advisor

Farther
10.2022 - Current

Financial Advisor

Packerland Brokerage Services
05.2012 - 09.2022

Bachelor of Arts - Business Management

Lakeland University

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