Nancy A. Carlson, CFP®
Nancy A. Carlson, CFP®, is a financial planner and former co-owner of Professional Financial Services, Inc., a premier financial planning firm in Sioux Falls, South Dakota, where she works alongside Kameron Carlson, CFP®, MBA. With nearly 40 years of experience, she provides guidance in investment advice, retirement planning, business retirement plans, insurance planning, and estate planning. Nancy earned her Certified Financial Planner™ designation in 1994 and holds a BA in Business Administration from Augustana College in Sioux Falls (1985). She is an Investment Advisor Representative (Series 65) and has been an independent insurance broker since 1986.
Nancy is also a U.S. patent holder and was recognized on Forbes’ 2024 and 2025 Best-In-State Top Women Wealth Advisors list for her professionalism and client trust. Her contact details include: phone (605) 338-9191, fax (605) 373-0618, toll-free (800) 660-6672, and email ncarlson@primefinancial.com.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
