Bryan Kaarlsen

Bryan Kaarlsen is an experienced Independent Wealth Manager serving as President and Senior Wealth Advisor at KFSG Wealth Management, LLC under Peak Brokerage Services. Previously, Bryan Kaarlsen held the position of Certified Financial Planner at Next Financial from June 2008 to August 2016 and served as Chief Investment Officer at a Wealth Management Firm from October 2007 to May 2009, overseeing over $300 million in assets. Bryan Kaarlsen began the career as a Certified Financial Planner at Northwestern Mutual, where tenure lasted from May 1992 to October 2007. Educational qualifications include a Bachelor of Science in Psychology from the University at Buffalo and multiple professional designations from The American College, including CFP, ChFC, CLU, RHU, and REBC.