Dale Carlson
With over 25 years of experience in the financial services industry, Dale is an experienced financial advisor known for helping individuals, families and business owners make confident, well-informed decisions about their financial futures. Dale has guided clients through market cycles, economic change, and major life transitions by delivering personalized strategies focused on long term growth, risk management, and financial freedom. Dale takes a “client first” approach and has built his business emphasizing clear communication, disciplined planning and lasting relationships built on transparency and integrity.
Dale and his wife Kathy are livelong Minnesota residents and enjoy spending time with their family and friends.