Mitch Carlson is a registered investment advisor at Rpr Financial, based in Overland Park, KS, with 17 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 259 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPR Financial charges a percentage of your portfolio's value each year for investment management. The exact fee is negotiated with each client, but it can be up to 1.75%. Clients with smaller accounts may pay higher fees.
Location
8575 W. 110th St., Suite 314, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mitch is a licensed insurance agent selling life and health insurance. This activity is investment-related.
Employment History
Current Registrations
Rpr Financial
Previous Registrations
Iht Wealth Management LLC
Personal Financial Group
LPL Financial LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.