Mitch Carlson has been Managing Member of RPR Financial Advisors since June 2025, is a control person of the firm and directly owns 75% or more of it.
RPR Financial Advisors LLC is an Overland Park, KS firm with $162M under management, 259 clients and 4 advisers across 3 offices, as of its February 2026 filing.
Mitch Carlson’s longest registration is the current one, 4 years at RPR Financial Advisors since 2021. Before joining RPR Financial Advisors in 2021, Mitch Carlson was registered through Iht Wealth Management LLC and Personal Financial Group.
- RPR FinancialCurrent– present · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 316557
- Iht Wealth Management LLC– · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 171481
- Personal Financial Group– · 3 yearsOverland Park, KS · Adviser representative · Firm CRD 116806
- Waddell & Reed, Inc.– · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Mitch Carlson is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from November 2021; the most recent is Texas, in January 2022.
- KansasSince 1 November 2021
- MissouriSince 13 January 2022
- TexasResidentSince 14 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 August 2008 |
| Series 7 | General Securities Representative Examination | 17 July 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mitch Dean Carlson
- CRD
- 5514653
- Firm
- RPR Financial Advisors · CRD 316557
- Role
- Managing Member
- Office
- 8575 W. 110TH ST., SUITE 314, Overland Park, KS 66210
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Mitch Carlson work?
Mitch Carlson has been Managing Member of RPR Financial Advisors LLC since June 2025, and is a control person of the firm.
Is Mitch Carlson a financial advisor?
Yes. Mitch Carlson has a current investment-adviser registration in Kansas, Missouri and Texas, through RPR Financial Advisors since November 2021.
How many years of experience does Mitch Carlson have?
Mitch Carlson has 18 years in the financial industry, since July 2008, across 4 adviser firms.
What exams has Mitch Carlson passed?
Mitch Carlson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2008. FINRA credited Mitch Carlson with the SIE, which began in October 2018.
Where did Mitch Carlson work before RPR Financial Advisors?
Before RPR Financial Advisors, Mitch Carlson was registered through Personal Financial Group, January 2013 to December 2016; Waddell & Reed, Inc., August 2008 to December 2012.
Where is Mitch Carlson based?
Mitch Carlson’s registered office is in Overland Park, KS.
Is Mitch Carlson registered with FINRA?
No. Mitch Carlson has no current broker registration.
How can I verify Mitch Carlson’s record?
Search CRD 5514653 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitch Carlson’s full registration record.
- Gery SadzewiczChief Compliance Officer