Thomas Karlen is a Senior Vice President at Coastline Wealth LLC, bringing more than 30 years of experience in the brokerage and financial services industry. Throughout his career, Tom has focused on helping high-net-worth individuals, foundations, and small businesses grow and preserve their assets. His work is centered on guiding clients through retirement and building strategies that support long-term wealth transfer across generations.
Before joining Coastline Wealth, Tom held senior leadership roles at Wells Fargo Advisors, where he served as a fiduciary advisor within a registered investment advisory (RIA) subsidiary. He also worked as a financial advisor at A.G. Edwards prior to its merger with Wells Fargo, gaining valuable experience in both large and boutique brokerage environments. Earlier in his career, Tom served as an internal auditor at Dain Bosworth in Minneapolis, providing him with a strong foundation in operational and compliance functions within the industry.
Tom and his wife, Emily Karlen, have been married for over 25 years. They are the proud parents of three children: Aliza, Alexis, and Ty. Outside of work, Tom and Emily enjoy supporting their children’s basketball pursuits at the professional, collegiate, and high school levels. Whether courtside or at home, Tom is passionate about sharing financial knowledge with his family, especially the value of Roth IRAs and the power of compounding interest.