Michael Edward Carlson

Current Employers

Employment History

• 02/2015 → 04/2018
  Lpl Financial, Llc
  Woburn, MA
• 02/2015 → 09/2022
  Pinnacle Private Wealth, Llc
  Woburn, MA
• 04/2018 → 09/2022
  Triad Advisors, Llc
  Norcross, GA
• 09/2022 → 06/2025
  Lpl Financial Llc
  Bonita Springs, FL
• 09/2022 → Present
  Wealth Enhancement Advisory Services
  Naples, FL
• 09/2022 → Present
  Wealth Enhancement Group
  Naples, FL
• 09/2022 → Present
  Wealth Enhancement Brokerage Services
  Naples, FL

Previous Registrations

• 2015-05-20 → 2022-09-22
  Pinnacle Private Wealth, Llc
  Burlington, MA
• 2016-05-25 → 2018-05-07
  Lpl Financial Llc
  Woburn, MA
• 2003-07-22 → 2015-02-23
  Sentinel Pension Advisors, Llc.
  Wakefield, MA

Other Businesses

1- 01/2021 / BELLEVUE GOLF CLUB / Non-Profit Board Member / Non Investment Related / St. Melrose, MA 02176 2- 01/2016 / FRANK E MAHONEY JR MEMORIAL FUND INC / Non-Profit Board Member / Non Investment Related / St. Melrose, MA 02176 3-09/29/2022 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 9/15/22 - 200 Hours Per Month/10 Hours During Securities Trading - Time Spent 100% - provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-21
• S63 Uniform Securities Agent State Law Examination
  1997-04-10

Other Names

• Michael Edward Carlson
• Michael Carlson