Brian Carlson, CFP®, CLU®

Senior Vice President, Wealth Services
Photo of Brian Carlson

P: (847) 457-3181


Specialization: Individual Insurance (Disability, Life, Long-Term Care), Wealth Management & Comprehensive Financial Planning


Brian has been helping medical professionals with their individual planning needs since 2001. He is a speaker in the medical community. Each year he conducts many financial educational workshops for residents, fellows and practicing physicians nationwide. He has been published multiple times in AAOS Now (The American Academy of Orthopedic Surgeons Journal). Brian understands that physicians have very little time to research and keep up to date on many tax advantages and investment options available to them. One of his primary goals is to help physicians navigate through their many financial options.


 CA license # 0F50688


Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.