Mitch CarlsonCRD Number: 5514653
Current Firm: Personal Financial Group
Mitch Carlson (CRD# 5514653) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 9 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Lpl Financial LLC||Overland Park, KS||Dec 2012 - Current||5|
|Personal Financial Group||Overland Park, KS||Dec 2012 - Current||5|
|Childrens Mercy Hospital||Kansas City, MO||Jan 2011 - Current||7|
|Kansas City Gorilla Club||Overland Park, KS||Sep 2010 - Current||7|
|Countryside Homes Association||Mission, KS||Jan 2010 - Current||8|
|Craig Fisch||Overland Park, KS||Apr 2011 - Dec 2012||1|
|Mission Convention & Visitors Bureau||Mission, KS||Sep 2010 - Dec 2012||2|
|Various Insurance Carriers For W&r Insurance Agencies||Mission, KS||Sep 2008 - Dec 2012||4|
|Waddell & Reed, Inc.||Overland Park, KS||Apr 2008 - Dec 2012||4|
|Mitch Carlson||Mission, KS||Jan 2006 - Dec 2012||6|
|Western Forms||Kansas City, KS||Jul 2007 - Jul 2008||1|
|Pulte Homes||Lenexa, KS||Jun 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management294MILLIONS
Total Number of Accounts1,329ACCOUNTS
Average Account Value$221,473
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, GA, IA, IL, IN, KS, MD, MI, MO, NC, NE, NH, NV, OH, OK, SC, TN, TX
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.