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Cetera Investors - Andrew Karlson

Minneapolis, Minnesota, United States

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General Info:

I grew up in Brooklyn Center, and graduated from Saint John’s University in Collegeville with a major in Mathematics and a minor in Business Management. After graduating in 2002, I joined First Investors, then Foresters Financial, and now Cetera Investors (all changed through Corporate Mergers). I’ve had a rewarding, challenging career that’s taken me to so many unique places that I’d never thought I’d go. Every day is different as I meet with clients with such differing experiences and viewpoints. I love seeing a financial goal come to life that I helped plan for a client. Of course, the first step to any goal is often the most difficult one. And I feel it’s my responsibility to motivate clients to take action once we’ve developed a goal. I offer a wide variety of services, including retirement, college, distribution, legacy, long-term care, and insurance planning. As someone who believes in giving back to the community, I conduct Social Security seminars, along with Financial Wellness Lunch & Learns for small businesses. I’ve also participated in numerous KaBOOM! playground builds, and many other civic or neighborhood events. When I’m away from the office, I look forward to spending time with my wife and our three children. As an avid outdoors man, you’ll often find me camping, fishing, bird hunting, deer hunting, swimming, or ice fishing. I’m a huge fan of all Minnesota professional sports teams, too.

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