Our financial advice team

Megan Anne Carlson, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Megan Anne Carlson

Financial Advisor

Associate Vice President
Clarke Carlson Group
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

Education

  • Bachelors of Science from the University of Arizona class of 2017

Awards & recognition

  • Clarke Carlson Group, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Ultimate Digital Experience Excellence Award, 2022-2023

Interests

In my free time I love to go for long runs, read, take my three dogs for a walk, and spend time with my husband, Mitch. We enjoy traveling together, especially out to Utah to ski the mountains.

My photos

1 albums
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Megan Anne Carlson may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

AR License #19716916

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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