A. Scott Carlson
Financial Advisor, CRPC®
Scott joined Financial Services of America (FSA) in November of 1992. He currently holds his Life and Health Insurance license through the states of Michigan, Minnesota, Florida and Georgia. Scott started out in his career by focusing on Legacy Planning by using Irrevocable Life Insurance Trusts (ILIT) and annuities for wealth preservation. He also holds a Series 7 and 66 securities licenses. He is a Registered Representative through AE Financial Services, LLC (AEFS), which allows him to service mutual funds, stocks, UIT’s, REITs, ETFs, options and Bonds. Scott is an Investment Adviser Representative through FSA Advisors and is also a Chartered Retirement Planning CounselorSM, CRPC® professional through the College for Financial Planning.
Scott very quickly moved up the ranks in FSA, becoming the top producer, and has continued that title for the past 18 years. Behind the scenes, he has helped in the development of many internal and industry procedures regarding products and suitability.
As well as being a top agent, Scott spent his time teaching agents/representatives in the fields of insurance, financial planning, and complex tax strategies. He truly enjoys helping agents achieve their personal goals as well as helping clients have sound financial retirement. Scott’s personal approach has helped not only his clients but also their children, understand how to accumulate and transfer wealth.