Brian Carlson in

Brian Carlson

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Managing Director at Northwestern Mutual
📍 Des Moines Metropolitan Area, United States

Brian Carlson is the Managing Director at Northwestern Mutuals West Des Moines office and the founder of RockWise Wealth Partners. With a background in Finance from The University of Iowa, he focuses on building strong relationships and crafting comprehensive financial plans tailored to his clients goals.

Brian is actively involved in his community, notably by hosting an annual charity golf invitational to benefit Alex’s Lemonade Stand, a foundation dedicated to fighting childhood cancer. He brings together colleagues and clients for this cause.

He recently merged practices with Jessica Carlson to form RockWise Wealth Partners, operating under the vision, "Two practices. One vision. One family."

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Experience
18 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Des Moines Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brian cares about

Comprehensive Financial Planning
His practice focuses on developing tailored, comprehensive financial plans to help clients achieve security and transition confidently from saving to financial independence.
Business Partnership
Recently launched RockWise Wealth Partners, combining two practices into one firm to enhance client service and build a lasting financial foundation for them.
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Career

Work history

5-2008
Managing Director
Northwestern Mutual
In the press

Media appearances

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Education
Finance
The University of Iowa Tippie College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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