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 8 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||4|
|Personal Financial Group||Overland Park, KS||Dec 2012 - Current||4|
|Childrens Mercy Hospital||Kansas City, MO||Jan 2011 - Current||6|
|Kansas City Gorilla Club||Overland Park, KS||Sep 2010 - Current||6|
|Countryside Homes Association||Mission, KS||Jan 2010 - Current||7|
|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
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