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Inactive

Carter James Michaelson

Illumifi Wealth

Blaine, MN

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Current Employers
Illumifi Wealth

Blaine, MN • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-10-27
  • MN RA
    APPROVED
    Since 2025-10-27

Branch Locations

Blaine, MN • 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
Purshe Kaplan Sterling Investments, Inc. Albany NY 10/2020 09/2024
Thrivent Advisor Network, Llc North Oaks MN 01/2021 08/2025
North Oaks Financial Group North Oaks MN 01/2020 08/2020
Nystrom & Associates North Oaks MN 12/2017 01/2020
Thomson Reuters Eagan MN 05/2019 08/2019
Fitzgerald Recruting Bloomington MN 01/2019 08/2019
Papa Johns Arden Hills MN 10/2016 04/2017
Navy Island West Saint Paul MN 06/2016 11/2017
University Of Northwestern Roseville MN 08/2016 05/2020
Illumifi Wealth, Llc Blaine MN 08/2025 Present
Thrivent Investment Management Inc North Oaks MN 09/2024 08/2025
  • 10/2020 → 09/2024
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 01/2021 → 08/2025
    North Oaks, MN
  • 01/2020 → 08/2020
    North Oaks Financial Group
    North Oaks, MN
  • 12/2017 → 01/2020
    Nystrom & Associates
    North Oaks, MN
  • 05/2019 → 08/2019
    Thomson Reuters
    Eagan, MN
  • 01/2019 → 08/2019
    Fitzgerald Recruting
    Bloomington, MN
  • 10/2016 → 04/2017
    Papa Johns
    Arden Hills, MN
  • 06/2016 → 11/2017
    Navy Island
    West Saint Paul, MN
  • 08/2016 → 05/2020
    University Of Northwestern
    Roseville, MN
  • 08/2025 → Present
    Illumifi Wealth, Llc
    Blaine, MN
  • 09/2024 → 08/2025
    Thrivent Investment Management Inc
    North Oaks, MN
Previous Registrations
Other Businesses

Carter Michaelson owns rental property. In this role, Carter Michaels collects rent, handles tenant communications, manages maintenance and repairs, etc. This activity accounts for approximately 2% of his time. Clients of IFW are not involved in, nor are they solicited to participate in this outside business activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-19
  • S66 Uniform Combined State Law Examination
    2020-12-19
Designations

View on SEC IAPD

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