Steve Carlson

Every future needs a plan. Let's get started together.

Steve will work together with you to develop a specific personalized investment program.

Financial Professional - CFP^®, CMFC^®
Registered Representative, Infinex Investments, Inc.

"I've been working in financial services for over 23 years, and it’s the relationships that keep me coming back.

Communication is key – I’m not here to sell; I’m here to listen and to connect you with the products and strategies that best fit your financial goals.

In my free time, I enjoy traveling with my wife and four kids and I’m a voracious sports fan - in particular, the Twins and Vikings."

Steve serves these communities:

Blaine, Coon Rapids, Elk River, St. Cloud, and St. Michael

Take the Next Step

Request an Appointment

Learn more about Retirement & Investment Services

Request an appointment with Steve to build a plan for your future.

Whether you are just starting to save or close to retirement, Steve will provide you with years of experience and the personal service you deserve.

"I appreciate working with Steve Carlson. He is a great guy for you to have on your team."

-SPIRE memmer of 10+ years, Coon Rapids

Minnesota's Best published August 2021 & September 2022
The Star Tribune Readers' Choice Award program awards one gold, silver, and bronze winner per category decided by popular online vote.

Check the background of our investment representatives on FINRA's BrokerCheck.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA /SIPC. SPIRE Retirement & Investment Services and SPIRE Wealth Management are trade names of SPIRE Credit Union. Infinex and SPIRE Credit Union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Securities licensed in: MN and WI
Insurance licensed in: MN and WI
Advisory registered in: MN