Karalyn Carlton is the founder and Managing Director of Carlton & Company Financial (CCF), and works with investors throughout the nation. Her leadership and business acumen serve as the cornerstone for building a wealth management firm dedicated to providing a personalized approach to financial planning and investing.
Karalyn is focused on developing strong client relationships and building a company that’s continually dedicated to serving people in their financial health, and always in their best interests.
Her vision is that the organization remains dynamic and ever-evolving, meeting the needs of the investor in a changing world, coupled with the drive to offer an experienced advisory relationship to assist in making wise financial decisions.
Prior to forming Carlton & Company Financial, Karalyn was a Vice President for an independent broker-dealer serving 300-plus financial advisors nationwide. In her decade-long tenure, she was responsible for communications, business development, marketing and practice management, earning a reputation for driving results, strengthening customer relationships and inspiring talented people to meet business objectives.
She enjoys travel, gardening, reading, being active and searching for a great meal. Earned her Bachelor’s degree in political science and history from the University of Wisconsin-Madison, she is married and the proud mom of two mostly joyous children.
- Certified Wealth Strategist (CWS®)
- Accredited Investment Fiduciary (AIF®)
- Accredited Asset Management Specialist (AAMS®)
- Registered Representative (Series 7)
- Investment Advisor Representative (Series 66)
- Life, Variable and Long-term Care Insurance Licensed
- Graduate of the Certified Financial Planning Certification Professional Education Program