Aaron Carlson

Aaron Carlson
About Us


Aaron received a Bachelor of Science Degree in Electrical Engineering from Kansas State University.  He currently holds FINRA Series 7 – General Securities Representative, and Series 66 – Uniform Combined State Law Examination, as well as Life, Health, and Annuity licenses in the state of Colorado.  He is licensed as an Investment Advisor Representative, and has completed requirements for Medicare Supplement and Long Term Care Insurance as well.


Aaron believes that financial planning should be simple and easy to understand, yet comprehensive at the same time.  His approach is to help clients carefully assess their current financial situation and to guide them in establishing goals for their future.  After the client defines his or her goals, he helps them implement plans to achieve those goals.  Aaron believes that Financial Planning requires getting to know his clients and being available throughout the process as they move toward their goals.


The highlights of Aaron’s life are being a husband, father, and grandfather.  Leisure time is spent making projects for grandchildren in his woodshop, fly fishing, and hunting.

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