Ken Carlson – Brokerage Director, InsureTech Brokerage
Ken Carlson serves as a Brokerage Director with WealthBridge Brokerage Services, supporting independent financial professionals in delivering thoughtful, client-centered strategies.
With years of experience in case design and advisor development, Ken provides guidance across a range of personal, business, and estate-related planning scenarios. He partners closely with financial professionals to help them structure client recommendations in a coordinated and compliant manner, emphasizing education, process, and strategic alignment.
Ken’s collaborative approach focuses on strengthening advisor relationships, simplifying complex cases, and connecting professionals with the resources and expertise available through InsureTech Brokerage and its carrier partners.
Focus Areas (for financial professionals):
• Advisor support and case consultation
• Strategic and advanced planning guidance
• Business and estate coordination
• Education and resource development