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Dale J Carlson, CRPC, AWMA

Position Title: Financial Advisor

Waddell & Reed, Inc.®

Address:	N2328 VISTA COURT

	GREENVILLE, WI 54942

Office: (920) 757-5498

Cell: (920) 819-0187

email me

By developing a personal financial plan, I help my clients plan for their future, save money, and manage risk.

Bachelor of Arts (BA) Economics, Business Administration
Other: Series 7 Securities License, Series 66 Securities license, Life Insurance license, Accident & Health Insurance license

I have been a Financial Advisor with Waddell & Reed, Inc. since 2001. To increase my knowledge and experience, I obtained my Chartered Retirement Planning Counselor (CRPC) professional designation in 2004, my Chartered Mutual Fund Counselor (CMFC) professional designation in 2006, and my Accredited Wealth Management Advisor (AWMA) professional designation in 2008. I chose this career in order to help people with their finances because of the challenging financial obstacles I personally witnessed in my family as a young man and as a result of my mother passing away at the young age of 55.

Chartered Mutual Fund Counselor, CMFC
Chartered Retirement Planning Counselor, CRPC
Accredited Wealth Management Advisor, AWMA

Education Funding
Financial Planning
Insurance Portfolio Planning
Investment Strategies
Mutual Fund Investments
Portfolio Allocation Strategies
Qualified Retirement Plans
Retirement Planning
Risk Management Strategies
Tax-Advantaged Investing
Other: Investing for Business Owners and the Self-Employed

I believe it is very important to serve others. One way in which I do this is by donating services through my business to fundraisers for non-profit organizations such as churches, schools, universities and community associations. I also give the first 10% of my gross income to charity.

I share my knowledge and experience with others in my community by holding educational workshops in businesses, churches, and schools.

I also have a great passion for music; I have played the cello since age six and greatly enjoy performing classical music for various functions with my string quartet.

* Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies.

** Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.

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