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 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts175ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, IA, NE
Financial Advisors at Carlson Wealth, LLC
1
Michael Carlson (CRD# 5928898) is an Investment Advisor Representative working at Carlson Wealth, LLC in Omaha, NE and has over 13 years of experience in the finance industry.
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