Nick Carlson

Nick is a Retirement Plan Consultant at HFG. Nick’s primary focus is on retirement plan terminations, particularly in cases involving Chapter 7 bankruptcies. He supports trustees by managing the technical and regulatory aspects of plan terminations, ensuring a smooth, compliant process from start to finish.

Nick prides himself on building strong relationships through communication and helping people. Known for his clarity and calm under pressure, Nick thrives in fast-paced, high-stakes environments. He is committed to delivering actionable insights, prioritizing service, detail, and trust to guide clients through every phase of their financial journey.

Nick earned his Bachelor’s in Financial Management from the University of St. Thomas. In his free time, he enjoys hunting, fishing, and spending time with his family & friends on the lake. He currently resides in Hopkins, MN.