Mitch Carlson, financial advisor Overland Park KS
93 score

Mitch Carlson

CRD Number: 5514653
Current Firm: Iht Wealth Management LLC

Mitch Carlson (CRD# 5514653) is an Investment Advisor Representative working at Iht Wealth Management LLC in Overland Park, KS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Omni Wealth Management, LLC Overland Park, KS Oct 2017 - Current < 1
Iht Wealth Management Overland Park, KS Oct 2017 - Current < 1
Lpl Financial LLC 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
Personal Financial Group Overland Park, KS Dec 2012 - Oct 2017 4
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Mitch D. Carlson
Phone Number: 312-754-1310
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    488
    MILLIONS
  • Total Number of Accounts
    3,471
    ACCOUNTS
  • Average Account Value
    $140,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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