Carlson Investments

Joseph Drinon is a financial advisor at Carlson Investments in Concord, NH, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at UBS Financial Services Inc. since 1978. Carlson Investments is a fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm emphasizes personalized investment supervisory and financial planning services, using fundamental analysis to manage tailored portfolios and provides transparent performance reporting uncommon among its peers.

Daniel Bednarczyk is a financial advisor at Carlson Investments with five years of industry experience. He holds a Series 65 designation and has worked at DL Carlson Investment Group since 2020. His prior experience includes a role at SBLI of Massachusetts dating back to 2009. Carlson Investments is a fee-only investment management firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis-driven approach to create tailored portfolios and distinguishes itself by providing transparent performance reporting and operating without commissions.

James Mullins is a CFA® charterholder with 24 years of industry experience. He has been with DL Carlson Investment Group, Inc. since 2001. The firm is a fee-only investment management team based in Concord, NH. DL Carlson Investment Group, Inc. provides personalized investment supervisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm manages approximately $698.4 million in client assets and emphasizes fundamental analysis, tailored portfolios, and transparency through performance reporting.

Alan Rattee Jr. is a financial advisor at Carlson Investments with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Fidelity Investments and has held various roles at Hamilton College and other organizations. D.L. Carlson Investment Group, Inc. is a fee-only investment management firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs fundamental analysis to create tailored portfolios and distinguishes itself by providing transparent performance results and operating on a non-commission basis.

Kyle Fellers is a financial advisor at Carlson Investments with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with D.L. Carlson Investment Group, Inc. since 2016. D.L. Carlson Investment Group, Inc. is a fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm emphasizes personalized investment supervisory and financial planning services, employing fundamental analysis and a range of strategies while providing transparent performance results and operating without commission-based products.

Maxwell Kemper is an advisor at Carlson Investments in Concord, NH, holding a Series 65 designation. He has one year of industry experience, with prior roles at EliseAI and PwC. Carlson Investments is a fee-only investment management firm serving individuals, pension plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm employs fundamental analysis to manage tailored portfolios and distinguishes itself by providing transparent performance results and operating without commissions.

Richard Habermann Jr. is a financial advisor at Carlson Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carlson Dl Investment Group Inc since 2013. Carlson Dl Investment Group, Inc. is a fee-only investment management firm serving individuals, pension plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm focuses on personalized investment supervisory and financial planning services, employing fundamental analysis and a range of investment strategies while maintaining transparency through making performance results available.