Retirement Sales Consultant
Nathan Carlson has more than 30 years of experience in the retirement services industry and has developed a deep understanding of retirement plan regulations, with special expertise in cash balance plans. As a retirement sales consultant at Alerus, Nathan applies his industry expertise to helping advisors and clients better understand retirement and pension plan regulations and plan options.
Prior to joining Alerus in December 2020, Nathan served for 32 years as president and majority owner of Retirement Planning Services, Inc., which was acquired by Alerus in 2020. He holds a bachelor’s degree in music education from Oral Roberts University, a master’s degree in business administration from the University of Denver and holds Qualified Plan Administrator and Qualified 401(k) Administrator designations.
Nathan and his wife, Jenny, live in Castle Rock, Colorado. They have four children and 13 grandchildren.