MC
MC

Mitch Carlson

17 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
236 clients
Average Client Portfolio
$546K average
Assets Under Management
$128.8M

Fee Structure

Minimum Investment:$50K

RPR Financial charges a percentage of your portfolio's value each year for investment management. The exact fee is negotiated with each client, but it can be up to 1.75%. Clients with smaller accounts may pay higher fees.

Loading...

Location

8575 W. 110th St., Suite 314, Overland Park, KS, 66210

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Mitch is a licensed insurance agent selling life and health insurance. This activity is investment-related.

Employment History
Current Registrations
Rpr Financial
November 2021 - Present · 4 yrs 4 mos
Previous Registrations
Iht Wealth Management LLC
October 2017 - January 2022 · 4 yrs 3 mos
Personal Financial Group
January 2013 - December 2016 · 3 yrs 11 mos
LPL Financial LLCBroker
December 2012 - December 2017 · 5 yrs
Waddell & Reed, INC.
August 2008 - December 2012 · 4 yrs 4 mos
Waddell & Reed, INC.Broker
July 2008 - December 2012 · 4 yrs 5 mos
State Registrations3 states
KSMOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.