Tim M Carlson
Tim M Carlson
Financial Advisor
(800) 924-0022 Ext. 7219

444 South Broadway
Menomonie, WI 54751
8:30 a.m - 5:00 p.m.
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860 Cedar Street
Baldwin, WI 54002
By Appointment Only
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50 South 7th St.
Barron, WI 54812
By Appointment Only
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1111 W Clairemont Avenue
Eau Claire, WI 54701
By Appointment Only
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My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

Professional Services
  • Portfolio Management
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Long Term Care Insurance
  • General Investment Management
  • Education Funding
  • Insurance Planning