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Erik Carlson

Erik Carlson, CFP®, CTFA, RICP®

Financial Services Representative

Erik Carlson is a Financial Services Representative serving clients in South Dakota and Minnesota including Covenant Living of Golden Valley and Minnehaha Academy. In his role, he helps clients and organizations achieve their financial, legacy and charitable goals. He has been with Covenant Trust since June of 2016.

Erik graduated from Bethel University in 2012 with a degree in biblical and theological studies and in 2015 earned an M.A. in systematic theology from Luther Seminary. He completed his coursework for the financial planning certification (CFP®) at Minnesota State University in 2018. Erik holds professional designations in retirement income planning (RICP®) and as a Certified Trust and Financial Advisor (CTFA) and is a member of the Financial Planning Association of Minnesota.

Erik lives in White Bear Lake, MN, with his wife Kristin, who teaches middle school language arts, and their two children, Soren and Annika. He is a member of First Covenant Church of St. Paul and enjoys spending time with family, camping, hiking and other outdoor activities.

Phone: 847-583-3280

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By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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