Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals.

About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Garrett S. Carlson

Garrett S. Carlson

  • CFP
  • First Vice President - Investments
Garrett Carlson, First Vice President-Investments, was a founding member of the Koch Carlson Group in 2013. He is responsible for investment planning activities and day to day portfolio management strategy. He has advanced experience in the areas of option strategy, retirement planning, corporate retirement plans and new issue syndicate offerings.

Garrett joined Wells Fargo Advisors in 2022, coming from Merrill Lynch’s Boca Raton office where he spent over a decade. He holds the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Garrett has also completed extensive post-graduate study at Colombia University’s School of Business with a focus on Investment & Option Strategy.

Education

  • Florida Atlantic University
  • Colombia University School of Business