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 continually dedicated to serving people in their financial health, and always in their best interests.

Prior to forming Carlton & Company Financial, Karalyn was a Vice President for an independent broker-dealer for more than a decade, serving 300-plus financial advisors nationwide. During her 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.

Karalyn enjoys travel, yoga and the search of the perfect meal. She earned her Bachelor’s degree in political science and cultural history from the University of Wisconsin-Madison. She is married and the proud mother of two mostly joyous children.

 

Licenses/Registrations/Designations Held:

  • Accredited Asset Management Specialist® (AAMS)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Wealth Strategist (CWS®)
  • Registered Representative (Series 7)
  • Investment Advisor Representative (Series 66)
  • Life, Variable and Long-term Care Insurance Licensed