Brian Patrick Carlson
Managing Director
Professional
Brian Carlson is a Financial Advisor and Managing Director of Northwestern Mutual's West Des Moines District in Central Iowa. With a vision to foster the most financially secure community in America, Brian is a seasoned professional dedicated to guiding individuals towards their financial aspirations. Known for his commitment to building strong relationships, Brian prioritizes providing clear and practical advice, along with crafting comprehensive financial plans tailored to your unique objectives.
Education
- FINRA Series 6, 7, 26, 63 and 65
- Life, Health, and Long-Term Care Insurance Licenses
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2016 - Present
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Personal
Brian is a proud resident of West Des Moines, Iowa, where he resides with his wife, Jessica, and their three sons - Graham, Baker, and Finn. He obtained his Finance degree and Certificate in Risk Management from the Tippie College of Business at the University of Iowa.
Brian enjoys giving back to the community and making an impact. He and his family actively contribute to various community organizations including Alex's Lemonade Stand Foundation, International Rescue Committee, Self Help, and Grandview University.
In his free time, you can find Brian perfecting his golf swing, expanding his knowledge of wine, and proudly cheering on the Iowa Hawkeyes with his family.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Multigenerational Planning
Estate Planning
Tax-Efficient Strategies
Business Planning & Succession
Wealth Management
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
