Mitch
Carlson
Rpr Financial
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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
Services Offered
Fee Structure
Office Location
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Rpr Financial Brokerage Details
$118,486,497
3
490
$241,809
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mitch Carlson Work History
Rpr Financial
Iht Wealth Management
Lpl Financial LLC
Personal Financial Group
Childrens Mercy Hospital
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
Overland Park, KS
Overland Park, KS
Overland Park, KS
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