Melissa Carlson
Melissa Carlson
Meet Melissa 
I believe financial planning is about more than just dollars and spreadsheets—it’s about creating a life that reflects what matters most to you. Whether you're a young adult just starting out, a couple planning your future, or a growing family balancing new responsibilities, I’m here to walk alongside you with encouragement and practical guidance. Together, we’ll build a plan that supports your goals, reflects your values, and helps you care for the people you love.
Outside of work, I love spending time with my family, cheering on the MN Twins, and enjoying all the small things...
My qualifications
- Bachelors of Business Administration/Management, University of Denver, Daniel’s College of Business
- Securities Industry Essentials
- General Securities Representative
- Investment Adviser Representative
My state licenses
- Colorado
- Florida
- Kansas
- Minnesota
- North Dakota
- South Dakota
- Wisconsin
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations