Michael Robert Wiedner
Investment adviser representative at Carsonallaria Wealth Management, Ltd.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$791.8MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Purshe Kaplan Sterling InvestmentsFeb 2020 to now
- Carsonallaria Wealth Management, Ltd.Mar 2019 to now
- Edward JonesJun 2018 to Jan 2019
- Merrill Lynch, Pierce, Fenner & SmithJul 2016 to Jun 2018
- Cbs CorporationOct 2013 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
Carsonallaria Wealth Management, Ltd.
$791.8MAssets managed
647Clients
6Advisers
8 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
- 5771935
- Firm CRD
- 157998