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Adam Carlson, CFP®

Adam Carlson, CFP®

Financial Advisor

Adam Carlson has been in the financial services industry since 2005. As Vice President of Wealth Management for Midwest Bank, he has worked with clients and their families in growing and protecting their assets. Adam is a graduate of Monmouth College and has his FINRA Series 7 and 66 licenses as well as state insurance licenses. Since 2019 he has maintained his CFP® designation, further committing himself to making his clients' goals his priority.

Adam resides in Monmouth, IL with his wife and four children. He tries to be involved with his community as much as possible, currently serving on his church’s finance committee, Monmouth-Roseville Education Foundation, Warren County Housing Authority, Maple City Field of Dreams and volunteering for his children’s activities.