Brent Carlson

Lead Advisor

Brent Carlson

Brent Carlson

Lead Advisor

My Background

Professional

Brent Carlson is a Lead Advisor at Foster Group. In this role, he assists with the delivery and implementation of financial plans and meets client service needs. Brent holds a Bachelor’s degree in Accounting from the University of Northern Iowa. Prior to serving as an Advisor, Brent served for 16 years as Foster Group’s Leader of Finance, Human Resources, and Compliance.

Personal

I am constantly encouraged by our firm’s commitment to positive life change, whether it is for our clients or our team members. This manifests itself not only financially, but also in how we all live our lives.

When not working for the Foster Group team, I am busy with my “home team,” which includes my wonderful wife, Shannon, and three young children: Emma, Beau, and Stella. I enjoy the outdoors, its different pace and the life experiences that can only be learned from participating in it. Whether it’s through hunting, fishing, or archery, I always welcome opportunities to introduce others to Iowa’s great outdoors.

How My Work Impacts the Clients We Serve

Brent Carlson is a Lead Advisor at Foster Group. In this role, he assists with the delivery and implementation of financial plans and meets client service needs.

Education & Credentials

B.A. Accounting, University of Northern Iowa (Cedar Falls, Iowa)

Read more from Brent Carlson

Tax

Inherit $100 and Advance to Go!

Brent Carlson

Brent Carlson

08/13/25

Let’s talk.

Let’s talk.

Contact us – without obligation – whenever you have a financial question, idea, or need a second opinion. And discover how having your financial life Truly Cared For can help you feel more confident and in control. You can select your preference to start a conversation.

Prefer to call us? 515-226-9000

Prefer to call us? 515-226-9000

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