Bruce Carlson, CFP®
Investment Advisor Representative
Bruce graduated from the University of St. Thomas in 1980 and started his investment career in 1982 with the regional brokerage firm of John G. Kinnard and Co. Later, he worked for Dain Rauscher and UBS Paine Weber. For all of these firms he was selected to their respective inner circle clubs. These clubs recognized representatives who offered outstanding customer service, high levels of professional performance, and exemplary levels of success and leadership.
In 2004 Bruce started Carlson Asset Management with the goal of being a full service, forward and Independent thinking Asset Management firm with the motto “Excellence in money management”
Bruce received his CFP® (Certified Financial Planner) designation in 1988 and participates regularly in continuing education and industry roundtable programs. Bruce is also a graduate of the Securities Industry Institute at the Wharton School at the U of Pennsylvania. Bruce is licensed with his Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Exam). Bruce is also an active member of the Lake Johanna Fire department, LJFD.ORG, where he serves as a paid on call Firefighter and Emergency Medical Technician serving the communities of Arden Hills, North Oaks, and Shoreview. Bruce resides in North Oaks with his family.
Brent Carlson, CFP®
Registered Representative
Brent joined Carlson Asset Management in February of 2015 after working as an advisor at Principal Financial Group. Brent has his BA Business Management and is a 2012 graduate from Saint John’s University.
Brent assists in maintaining protection on your portfolio. This will include planning in many areas such as insurance planning, estate planning, and business planning.
When it comes to insurance it’s important that you have the right amount of coverage in place, and that you are the paying the right amount for it. Come in and I will help you review your need for coverage, and review the policies you already have in place. I can help with life insurance, disability insurance, long term care, and I can also lead you in the right directions for your home & auto insurance, as well as health insurance. Schedule an appointment for a complimentary no obligation review.
Amy J Boland
Client Service Assistant
Amy is a native of Cincinnati, Ohio and a graduate of Eastern Kentucky University. After college, she honorably served in the United States Air Force.
She joined the Carlson team in 2010. She has extensive experience in customer service and support as well as office management. Amy prides herself on her ability to provide an outstanding level of service to clients, advisors and the Carlson Team.
Amy' responsibilities include: client correspondence, maintaining and updating client accounts as well as administrative assistance and support.
Amy resides in Mendota Heights where she and her husband are very busy raising their two boys.
Mary Tenpas
Investment Advisor Representative
Mary lives in Apple Valley with her family. Mary is originally from Wisconsin Rapids, WI and is a University of Wisconsin Stevens Point graduate.
Mary has worked with Bruce’s team since 1987. Mary has her Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Exam). Her responsibilities include: Investments, Office Managment, Account Operations, Client communications and maintaining compliance standards within the branch. She enjoys people and her excellent customer service skills set her apart.
