Michael Carlson, financial advisor Norfolk NE
96 score

Michael Carlson

CRD Number: 5928898
Current Firm: Cbf Wealth Management

Michael Carlson (CRD# 5928898) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has over 6 years of experience in the finance industry. Michael Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cbf Wealth Management Norfolk, NE Apr 2017 - Current 1
Wealth Management LLC Norfolk, NE Apr 2017 - Current 1
Self-employed - Mscgas Omaha, NE Feb 2010 - Current 8
Securities America Inc. Omaha, NE Apr 2015 - Apr 2017 2
Securities America Advisors Omaha, NE Apr 2015 - Apr 2017 2
Metlife Securities Inc. Omaha, NE May 2011 - Apr 2015 3
Self-employed - Farmers Ins Omaha, NE Jul 2010 - May 2011 < 1
Self-employed - Ihc Omaha, NE Mar 2010 - Jul 2010 < 1
Carlson Systems Omaha, NE Aug 1989 - Feb 2010 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Michael S. Carlson
Phone Number: 402-371-1160
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    297
    MILLIONS
  • Total Number of Accounts
    3,400
    ACCOUNTS
  • Average Account Value
    $87,346
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, IA, LA, MO, NE, NJ, NV, SD, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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