Nathan Carlson

Nathan Carlson has a strong background in the financial industry, with extensive experience in sales and client service. Nathan started their career at Van Kampen Investments in 2005, where they worked as an Internal Sales Consultant for two years before being promoted to Regional Vice President. In 2009, Nathan joined Advisors Asset Management, Inc. as a Vice President before moving to First Trust Advisors L.P. in 2010, where they currently hold the position of Vice President, ETF & SMA Specialist. In their current role, their main focus is on providing financial advisors in Southern Ohio and Kentucky with comprehensive support and guidance on First Trust's services and products. Their expertise in industry knowledge, sales ideas, and portfolio management has helped advisors maximize their investment plans for their clients and grow their practices successfully.

Nathan Carlson earned a Bachelor of Business Administration (BBA) degree with a major in Finance and a minor in International Business from Miami University from 1999 to 2003. Nathan also holds certifications in Series 7, 6, 63, and 65 from FINRA, although the specific month and year of obtaining these certifications are not provided.