Advisor

Professional Photo of Rance Carlson

Rance Carlson

CFP®, MBA

I work with individuals and families that want to find a way to enjoy their true passions, whether that is traveling the world, spending more time with the grandkids, or ensuring a legacy after they are gone.

“With a financial plan in place, you have a path to help you reach your goals.”

I work with my clients to truly understand the “why” behind their goals so I can create a financial path that will help them get there. Depending on their goals, our conversations could include how a family Trust might be appropriate, how to prepare for a steady income at retirement, or evaluating what life insurance or long-term care coverage they may need to protect them as they grow older.

My passion for being an advisor is to see my clients reach milestones that ultimately help them achieve their dreams.

My wife and our three boys call Kansas City home, and we value being involved with several non-profit groups, including Northland Christian School. In my free time, I enjoy golfing, being outdoors, and relaxing with my family at the beach.

Call today to set up a no-obligation conversation about your financial well-being.

Primary Location

Briarcliff Financial Planning Center
1251 NW Briarcliff Parkway
Suite 95
Kansas City, MO 64116

Carlson Team Photo

Meet the Team

Everyone's financial goals are unique. Rance and his team are here to help you reach them with a comprehensive and collaborative approach to help guide your short- and long-term plans.

 

Meet with Rance, Jeff or Chase to start your journey to achieving financial peace of mind.


Rance Carlson is insurance licensed in California and offers insurance services through Copper Financial & Insurance Solutions.

California Insurance Agent License #0K76176

Copper Financial & Insurance Solutions License #0J06220

Securities and advisory services offered through Copper Financial Network (Copper Financial), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, including our Form CRS, please visit here. Investment and insurance products, including annuities:

 

Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Obligations of or Guaranteed by the Credit Union

May Lose Value


This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.