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Mitch Dean Carlson

Rpr Financial

Overland Park, KS

CRD 5514653

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Employer firm

Rpr Financial CRD 316557

$162M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Rpr Financial

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-14
MO RA APPROVED 2022-01-13
KS RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2022-01-14
  • MO RA
    APPROVED
    Since 2022-01-13
  • KS RA
    APPROVED
    Since 2021-11-01

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Overland Park KS 12/2012 12/2017
Personal Financial Group Overland Park KS 12/2012 10/2017
Iht Wealth Management Overland Park KS 10/2017 01/2022
Rpr Financial Overland Park KS 10/2021 Present
  • 12/2012 → 12/2017
    Lpl Financial Llc
    Overland Park, KS
  • 12/2012 → 10/2017
    Personal Financial Group
    Overland Park, KS
  • 10/2017 → 01/2022
    Iht Wealth Management
    Overland Park, KS
  • 10/2021 → Present
    Rpr Financial
    Overland Park, KS
Previous Registrations
  • 2017-10-23 → 2022-01-25
    Iht Wealth Management Llc
    Overland Park, KS
    Chicago, IL
  • 2013-01-02 → 2016-12-31
    Personal Financial Group
    Overland Park, KS
  • 2008-08-06 → 2012-12-19
    Waddell & Reed
    Shawnee, KS
Other Businesses

ADVISORS EXCEL LICENSED INSURANCE AGENT LIFE AND HEALTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-05
  • S66 Uniform Combined State Law Examination
    2008-08-05
Other Names
  • Mitch Carlson

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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