Michael Carlson (CRD# 5928898) is an Investment Advisor Representative working at Carlson Wealth, LLC in Omaha, NE and has over 12 years of experience in the finance industry. Michael Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carlson Wealth, LLC | Omaha, NE | Jan 2022 - Current | 2 |
| Carlson Tax And Accounting, LLC | Omaha, NE | Feb 2010 - Current | 14 |
| Mcmill Cpa And Advisors | Norfolk, NE | Apr 2017 - Jun 2022 | 5 |
| Wealth Management LLC | Norfolk, NE | Apr 2017 - Dec 2021 | 4 |
| Securities America Inc. | Omaha, NE | Apr 2015 - Apr 2017 | 2 |
| Securities America Advisors | Omaha, NE | Apr 2015 - Apr 2017 | 2 |
| American National Bank | Omaha, NE | Apr 2015 - Apr 2017 | 2 |
| Metlife Securities Inc. | Omaha, NE | Dec 2012 - Apr 2015 | 2 |
| Metlife Securities Inc. | Omaha, NE | Jun 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
- IA
- NE
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Total Assets Under Management19MILLIONS
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Total Number of Accounts175ACCOUNTS
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Average Account Value$106,431
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, NE
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