Carlson Wealth, LLC

Carlson Wealth, LLC (CRD# 318362) is a financial advisory firm headquartered in Omaha, NE. They manage $18,625,507 in 175 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
11330 Q Street, Suite 209, Omaha, NE 68137
https://www.msc-wealth.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $106,431
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, NE

Financial Advisors at Carlson Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Carlson, financial advisor Omaha NE
Michael S. Carlson
CRD#: 5928898
11330 Q Street, Suite 209, Omaha, NE 68137

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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