Mitch Carlson, financial advisor Overland Park KS
93 score

Mitch Carlson

CRD 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.

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Company Name Location Dates Years
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 5
Kansas City Gorilla Club Overland Park, KS Sep 2010 - Current 6
Countryside Homes Association Mission, KS Jan 2010 - Current 6
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
Contact Info for Mitch D. Carlson
Phone Number: 913-451-PLAN (7526)
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    294
    MILLIONS
  • Total Number of Accounts
    1,329
    ACCOUNTS
  • Average Account Value
    $221,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, GA, IA, IL, IN, KS, MD, MI, MO, NC, NE, NH, NV, OH, OK, SC, TN, TX

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

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