Carlton Investment Services Group, LLC

CONNECT

Address:

7301 Ohms Lane, Suite 535
Edina, MN 55439

Phone:

952-844-0039 or 888-844-4235

Fax/Other:

952-844-0563

Stephen Carlton, PPC

Stephen Carlton, PPC

CEO & President

Steve Carlton is the CEO and President of Carlton Investment Services Group, LLC.  A Registered Representative since 1990, Steve excels at providing his clients with prudent financial planning advice, providing tax deduction techniques, insurance services, retirement services and estate planning.  As an independent Registered Representative, Steve is free to choose the investments and insurance products that are best suited to meet his clients' needs.

He helps his clients achieve their goals by planning for the future and managing assets from their 20's through their retirement years.  He likes to meet with his clients at least once per year to make sure they remain on target for their financial goals.  Steve says the most rewarding part of his practice is educating clients about different investments and how they can benefit from them.  His investment strategy focuses on long-term, well diversified investment programs.  His clients range from young professionals and families to high net worth individuals, including business owners and retirees. 

Steve is a retirement plan specialist, and he enjoys setting up companies with a quality retirement plan or 401(k).  In 2013 he earned his PPC (Professional Plan Consultant) designation.  Retirement plan sponsors need a service provider professional to help them navigate the legal and regulatory landscape, implement an efficient process for plan administration, and to help plan participants achieve their retirement goals. The PPC Designation demonstrates you have the knowledge and ability to provide these services at the highest level. 

Since 2010, Steve has been honored annually by being named a Five Star Wealth Manager,  www.fivestarprofessional.com/wmresearch.  In the Twin Cities, only the top 7% of financial professionals earn this award.  The FIVE STAR:  Best in client satisfaction Wealth Managers evaluation process is designed to identify wealth managers in a local market that score highest in client satisfaction.  Wealth Managers are rated by their customers and financial service professionals based on service, integrity, knowledge, communications, value for fees charged, meeting financial objectives, post-sale service, quality of recommendations and over-all satisfaction. 

Steve graduated from the University of Wisconsin-Madison in 1989 with a Bachelor’s Degree in Sociology.  He feels that a good financial advisor needs to understand people and their needs.

Outside of the office he volunteers his time as the current Vice Chair of the MN Council of Trout Unlimited, www.twincitiestu.org and is on the Twin Cities Trout Unlimited Board of Directors. TU is the leading conservation organization for coldwater fisheries, www.tu.org

His favorite hobbies include fly fishing, fly tying, teaching others fly fishing, skiing, boating, camping and traveling.  He also loves attending sporting events and watching them on TV. He is married to Amy Carlton, and they have a daughter named Quinn. 

Steve can be reached via e-mail at steve@investcarlton.com.

Phone 952-844-0039
Fax 952-844-0563
Mobile Phone 612-386-7677
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck