Mitch Dean Carlson
Investment adviser representative at Rpr Financial
14 yearsExperience
3 statesRegistered in
$162.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Rpr FinancialOct 2021 to now
- Iht Wealth ManagementOct 2017 to Jan 2022
- LPL Financial LLCDec 2012 to Dec 2017
- Personal Financial GroupDec 2012 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Rpr Financial
Legal name: Rpr Financial Advisors LLC
$162.1MAssets managed
259Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5514653
- Firm CRD
- 316557