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portrait of Tracy L Carlson
FINANCIAL ADVISOR

Tracy L Carlson

AAMS™
2025 2nd St N, Princeton, MN 55371opens in a new window
CallSend Me a Message

About Tracy

I believe that time is the best gift we can give. I became a financial advisor to share this gift and make a difference in the lives of people working towards their financial goals.

As a financial advisor, it is important to me to invest my time to understand what is important to my clients. Only then can I work through our established process to help them build personalized strategies designed to achieve their goals. These strategies help them live their lives without worrying about “what-ifs.” Once strategies are implemented, I am passionate about partnering with my clients throughout their...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Wealth Strategies
  • New Investors

Work History

  • Edward JonesJanuary 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St. Marys UniversityMaster of Arts
  • Bethel CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Photography
  • Traveling
  • Yoga
  • Volunteering

Team Members

  • Becky Southard
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(763) 634-0060

Fax

(877) 322-5825

Office Address

2025 2nd St N
Princeton, MN 55371opens in a new window

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