Michael Scott Carlson

Current Employers

Employment History

• 02/2010 → Present
  Carlson Tax And Accounting, Llc
  Omaha, NE
• 04/2015 → 04/2017
  Securities America Inc
  Omaha, NE
• 04/2015 → 04/2017
  Securities America Advisors
  Omaha, NE
• 04/2017 → 06/2022
  Mcmill Cpa And Advisors
  Norfolk, NE
• 04/2017 → 12/2021
  Wealth Management Llc
  Norfolk, NE
• 04/2015 → 04/2017
  American National Bank
  Omaha, NE
• 01/2022 → Present
  Carlson Wealth, Llc
  Omaha, NE

Previous Registrations

• 2017-04-20 → 2022-06-30
  Mcmill Cpa And Advisors
  Omaha, NE
  Norfolk, NE
  Omaha, NE
• 2015-04-06 → 2017-04-14
  Securities America Advisors, Inc.
  Omaha, NE
• 2012-12-19 → 2015-04-03
  Msi Financial Services, Inc.
  Omaha, NE

Other Businesses

1) CARLSON TAX AND ACCOUNTING, LLC - PRESIDENT. 2/2010 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE PREPARING TAX RETURNS, PROVIDING TAX CONSULTING AND PREPARING FINANCIAL REPORTS. SPEND 30 HRS/MONTH ON THIS ACTIVITY, 20 HRS/MONTH DURING TRADING HOURS. 11330 Q STREET, SUITE 209, OMAHA, NE 68137. 2) INSURANCE AGENT - 4/2010 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPENT APPROX. 2 HRS/MONTH ON THIS ACTIVITY, ALL DURING TRADING HOURS. 11330 Q STREET, SUITE 209, OMAHA, NE 68137. 3) SCATTER JOYS ACRES CHARITY - PRESIDENT OF THE BOARD. 1/2018 TO PRESENT. NOT INVESTMENT RELATED. 4966 NEWPORT AVE., OMAHA, NE 68152. DUTIES INCLUDE ATTENDING BOARD MEETINGS, REVIEWING AND DIRECTING OPERATIONS, PREP FINANCIAL REPORTS AND ASSIST WITH PAYROLL. ANIMAL ASSISTED THERAPY. SPEND APPROX. 4 HRS/MONTH ON THIS ACTIVTY, 2 HRS/MONTH DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-20
• S63 Uniform Securities Agent State Law Examination
  2011-06-13

Designations

Other Names

• Mike Carlson