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MassMutual financial professional.

Carl Lottmanemail

Meridian Financial Partners

1255 Gun Club Road
White Bear Lake, MN 55110

  • Professional Story

    Carl joined the firm in June of 2011. One of the primary focuses of Carl’s business is assisting families with retirement planning, college funding, cash flow management, and addressing insurance needs. Additionally, Carl serves his more experienced clients in their pre and post-retirement investment needs and retirement income strategy planning, as well as estate planning and Long Term Care insurance analysis.

    He believes in a dedicated, long-term approach to investing where goal accomplishment is more important than year-over-year rates of return. Utilizing a team approach to financial planning is critically important to Carl – if questions go unanswered, finding solutions becomes priority one for all of his clients. He works with attorneys, CPA’s, and insurance specialists to help create practical solutions for his clients. Carl graduated from Luther College in Decorah, IA with a degree in Business Management and a focus in Finance, and was also a member of the baseball team and Student Government during his tenure there.

    Carl grew up in Brooklyn Park, MN, and now lives in Plymouth, MN with his wife Emilie, their son and the family dog. He is the Foundation Chair of the Brooklyn Park Rotary Club, the President of the Brooklyn Park Umpires Association, a member of the Palmer Lake VFW Post 3915 Auxiliary, and is involved in numerous local church-related activities. In his spare time, Carl enjoys boating, playing golf whenever he can, trying new restaurants, and spending time with his family on the couch, ideally watching baseball, hockey, or golf.

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  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies


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