Originally from Glen Arbor, Michigan Carl graduated from Michigan State University in 1971. Carl spent several years as a teacher and coach before becoming a financial advisor in 1975. Carl started his own independent practice, Oleson Financial Group, in 1980. He joined Raymond James in 1990.

As your advisor, Carl focuses his practice on the needs of today's entrepreneurs, business owners and retirees. He concentrates mainly on financial, retirement and estate planning, insurance and investment management consulting. Carl centers on helping you achieve your goals for business and financial lifestyle while having a successful investment experience over your lifetime. He will determine your goals, objectives, and then, structure investment strategies designed to provide the best opportunity to achieve that specific purpose. With the help of RJ and money management techniques, he will attempt to strike the delicate balance between investment risk and investment return. In April 2025 Carl merged with Kent Ballard’s team and makes a commitment to ensuring every solution is client-centered and to the principle that your personal interest will always come first.

Carl's registrations and license include:

• Series 7, Financial Advisor
• Series 65 and 63, Registered Investment Advisor Representative
• Series 24, Registered Principal
• Series 51, Municipal Securities Principal
• Licensed Insurance Counselor
• Licensed Property and Casualty Advisor
• Investment Management Consultant*
• Life, Accident, and Health Insurance Agent and Long-Term Care Insurance Agent.**

*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

**Raymond James does not offer health insurance.