About Melissa Carlson

I'm proud to say that I get to be a nerd everyday when I get to the office! I love finance and finding ways to view money as a tool, not a goal. Working together, we can build a personalized financial plan that will help clarify your goals and build confidence in achieving the retirement lifestyle you desire.

I provide each of my clients with personalized guidance at every stage of life. Are you just starting out and want to know how to build a great financial foundation? Or maybe your close to retirement and want to guarantee you won't run out of funds. Let me come alongside you and cheer you on every step of the way.

Outside of work, I love spending time with my family traveling, cooking/baking, cheering on the MN Twins, and enjoying all the small things that make my heart full. My husband, Gabe, and I attend Good Shepherd Lutheran Church in Circle Pines, MN where I enjoy singing with the worship team while 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 searching for our new favorite show to binge watch.

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations