Mitch
Carlson

Rpr Financial

CRD#5514653
Investment Advisor
in Overland Park, KS

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About this Advisor

Mitch Carlson is a financial advisor based in Overland Park, Kansas, working with Rpr Financial. Mitch has previously held positions at Children's Mercy Hospital, Lpl Financial LLC, Personal Financial Group, Iht Wealth Management, and Rpr Financial. Mitch has passed the Series 66 regulatory exam and is registered to provide services in Kansas, Missouri, and Texas. Currently, Mitch is part of Rpr Financial, which operates out of Overland Park, Kansas. The firm has 3 employees and manages assets totaling $118.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Rpr Financial includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

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

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Rpr Financial Brokerage Details

Total Assets Under Management

$118,486,497

KS Average: $2,243,162,756
Total Number of Employees

3

KS Average: 44
Total Number of Accounts

490

KS Average: 4,091
Average Account Size

$241,809

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Mitch Carlson Work History

2021 - Present (3 years)

Rpr Financial

2017 - 2022 (5 years)

Iht Wealth Management

2012 - 2017 (5 years)

Lpl Financial LLC

2012 - 2017 (5 years)

Personal Financial Group

2011 - 2016 (5 years)

Childrens Mercy Hospital

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Disclosures

Please visit the SEC profile of Mitch Carlson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rpr Financial

Mark Harris
Overland Park, KS
Craig Fisch
Overland Park, KS
Mitch Carlson
Overland Park, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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