A complete list of active advisors currently associated with Carlson Wealth, LLC

Warmer can help you find a great advisor at Carlson Wealth, LLC or one who fits your needs even better.

Carlson Wealth serves individual and high-net-worth clients as well as retirement-plan sponsors, offering asset management, written financial planning (full and modular plans), and both fiduciary consulting and discretionary fiduciary management for retirement plans. The firm also provides participant education and group enrollment meetings for plan participants and implements investment management through separate accounts held at qualified custodians. The firm’s investment approach is rooted in Modern Portfolio Theory and a long-term, buy-and-hold orientation implemented primarily with diversified mutual funds and ETFs and model portfolios, with periodic rebalancing and at least annual account reviews. Carlson Wealth tailors services to individual needs, managing accounts on a discretionary basis when authorized and offering complimentary financial planning to clients receiving asset management who meet a $50,000 assets-under-management threshold. A distinguishing feature is that Carlson Wealth is wholly owned by an accounting firm, Carlson Tax and Accounting, LLC, reflecting an uncommon affiliation that supports integrated tax and accounting referral opportunities while also creating disclosed potential conflicts of interest. The firm is a solo-practitioner adviser and places an uncommon emphasis on educational outreach for retirement-plan clients (participant education and group enrollment workshops), a combination of size, ownership structure, and seminar-focused plan services that differentiates it from many peers.

To learn more about the advisors currently working at Carlson Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Carlson	Omaha, NE	15

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