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Melissa Carlson

Advisor Image
Melissa Carlson
Associate Financial Advisor
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Part of the Journey Financial Consultants practice
Higher Education Planning
Young Families
Retirement Planning
Meet Melissa
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 that make my heart full. My husband and I attend Good Shepherd Lutheran Church in Circle Pines, MN where I enjoy singing with the worship team and Gabe volunteers with the media team. You can usually find us and our golden retriever, Maple, enjoying the outdoors, doing DIY home improvement projects, or planning our next trip to explore a national park.

My qualifications
  • Bachelors of Business Administration/Management, University of Denver, Daniel’s College of Business
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Florida
  • Indiana
  • Minnesota
  • North Dakota
  • South Dakota
  • Wisconsin

Insights

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Please welcome the newest (and cutest!) member of the Carlson family, Noah! I'm so grateful to have spent the past few months on maternity leave soaking up baby snuggles, celebrating little milestones, and enjoying this special time with Noah. When people say, "They grow up fast," I never realized just how fast they meant! While I'll certainly miss the extra time with my family, I'm excited to reconnect with clients and colleagues. Thank you for all the kind messages and support while I was away. They meant so much to our family. I can't wait to catch up with everyone and get back to doing what I love! – Melissa
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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Office location
New Brighton Location
939 Old Hwy 8 NW Suite 200
New Brighton, MN 55112
Phone651-240-1347Hours

M – F: 9 a.m. – 5 p.m. Evenings by appointment

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