Kyle Carlson – LPL Financial Advisor
Kyle Carlson lives just south of Denver, CO with his wife Kristina and their four children. Some of Kyle’s passions include golf, drumming, hockey, and of course, spending time with his family. He enjoys travel for both leisure and non-profit work. In fact, he met his wife overseas while they were working at the same non-profit in Israel. While not at work, his days are filled with family time, volunteering at church and enjoying this beautiful state of Colorado.
Kyle was born in Denver, Colorado. He attended Front Range Christian High School in Littleton. He then went on to attend Oral Roberts University where he obtained his Bachelor of Science in Business Marketing, with a minor in Entrepreneurship. After graduation, Kyle started a small marketing firm that eventually took him overseas to Israel. After working there for about a year, he returned to the U.S. to marry his wife Kristina and started his career in the retirement planning industry.
Over the next 8 years, Kyle worked at Retirement Planning Services, a third-party administrator of retirement plans. He worked with financial advisors and their clients to understand their needs, tax situation and corporate goals. From this knowledge, he was responsible for consulting on their retirement plans and how to best achieve their goals. He developed a focus on advanced strategies in an effort to create substantial tax savings for his clients. This afforded him the opportunity to work with hundreds of clients in the professional services space, and present at multiple national advisor conferences.
Kyle then joined Prosperion Financial Advisors in 2023. He looks forward to bringing his experience in the retirement planning industry to the Prosperion Financial Advisors. You can expect him to work hard to understand your needs, goals and dreams, and then work together to find the right solutions.