Alera Group
Brian Carlson is a seasoned financial professional with extensive experience in wealth management. Currently serving as the Senior Vice President of Wealth Services at Alera Group, Inc. since January 2018, Brian also holds the position of Vice President of Wealth Management at GCG Financial, a role maintained since April 2003. Brian's expertise is backed by a Bachelor of Business Administration in Finance Investments & Banking from the University of Wisconsin-Madison and a Certified Financial Planner designation from Northwestern University. Advisory services provided are through Alera Investment Advisors, LLC, with securities offered through Triad Advisors, LLC, a member of FINRA/SIPC.
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Alera Group
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Alera Group is an independent, national insurance and financial services firm created through a merger of 24 like-minded, high-performing, entrepreneurial firms across the United States. Their Mission is to transform the client experience by providing a greater depth and breadth of tools and resources, education, innovative thinking and constantcollaboration. They are committed to enhancing our service offering through national peer collaboration while maintaining their ability to provide our clients the experience and positive outcomes they’ve come to value.