Michael Carlson (CRD# 2788751) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Bonita Springs, FL and has over 27 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bonita Springs, FL | Sep 2022 - Current | 1 |
| Wealth Enhancement Advisory Services | Bonita Springs, FL | Sep 2022 - Current | 1 |
| Wealth Enhancement Brokerage Services | Bonita Springs, FL | Sep 2022 - Current | 1 |
| Wealth Enhancement Group | Bonita Springs, FL | Sep 2022 - Current | 1 |
| Triad Advisors, LLC | Norcross, GA | Apr 2018 - Sep 2022 | 4 |
| Pinnacle Private Wealth, LLC | Woburn, MA | Feb 2015 - Sep 2022 | 7 |
| Lpl Financial, LLC | Woburn, MA | Feb 2015 - Apr 2018 | 3 |
| Sentinel Pension Advisors, Inc. | Wakefield, MA | May 2003 - Feb 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- FL
- MA
-
Total Assets Under Management72,025MILLIONS
-
Total Number of Accounts154,394ACCOUNTS
-
Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.