Cory Carlson

Investment Advisor

“Financial planning is about more than just good advice or investment returns. It’s about providing guidance that you can TRUST.”

Cory is a Financial Advisor at Tradition Wealth Management. He has been in the industry for around a decade working with clients and continuing to learn each and every day. Working directly with the partners of the firm has provided a wealth of knowledge.

Cory strives to use his financial and investment expertise to create personalized strategies to meet the goals of his clients. This is achieved by being committed to navigate and enhance clients’ financial situations. He earned his Bachelor of Science degree from Winona State University, where he studied Finance and Accounting.

Cory is very involved with the community and attends numerous charity events each year. He lives with his wife and dog in Carver, Minnesota. His interests, other than the passion for his family and profession, are in a round of golf or a local sporting event.