Michael Carlson
Michael Carlson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Indianapolis, IN, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6119 Us Highway 31 S, Indianapolis, IN, 46227
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Regulatory History
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
Michael is a financial advisor at Carlson Wealth Advisors, dedicating about a quarter of his time to this role. He also sells life, disability, annuities, and long-term care insurance through various companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
State Registrations20 states
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