Steve Carlson, CFP®, CMFC® - SPIRE Retirement & Investment Services

Steve has been working in financial services for over 21 years.

"It’s the relationships that keep me coming back. Communication is key – I’m not here to sell; I’m here to listen and to connect you with the products and strategies that best fit your financial goals."

Steve will work with you to develop a specific investment program personalized for you. He will identify your financial goals, implement an individualized financial program, and review your portfolio’s performance.

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. SPIRE Retirement & Investment Services and SPIRE Wealth Management are trade names of SPIRE Credit Union. Osaic Institutions and SPIRE Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Securities licensed in: MN and WI
Insurance licensed in: MN and WI
Advisory registered in: MN