Strategy

Minnesota Asset Manager Joins Kestra Financial's Platform

Robbie Lawther Reporter February 2, 2018

Minnesota Asset Manager Joins Kestra Financial's Platform

The firm has a team of three advisors with a combined 71 years of experience.

Minnesota-based Carlson Asset Management has joined the Kestra Financial’s independent advisor platform.

Carlson AM was founded by Bruce Carlson and it specializes in providing individuals and families with wealth management and retirement planning services, the firms said in a statement.

The firm has a team of three advisors with a combined 71 years of experience.

“Bruce and his team have a vision for Carlson Asset Management’s long-term growth, and Kestra Financial is committed to empowering their success and offering the resources necessary to continue the firm’s upward trajectory,” said Daniel Schwamb, senior vice president of business development at Kestra Financial. “Kestra Financial is eager to partner with experienced, sophisticated financial services firms like Carlson Asset Management who want to take advantage of our practice enrichment tools, personal service and integrated, next-generation technology.”

In January, this publication reported that Kestra Financial had appointed Kris Chester as chief operating officer.

 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes