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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant|Personal Financial Specialist16 years in industry

MICHAEL SCOTT CARLSON

Advisor at CARLSON WEALTH, LLC

OMAHA, NE

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Search this name across graphsid dfx:ria:ab52c84c-3a2d-590d-5d34-bfe6b53ff800

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CARLSON WEALTH, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Consultant|Personal Financial Specialist
Exams: S63|S65
First exam: Jun 13, 2011
First registration: Dec 19, 2012
Dual registered: no
Other names: MIKE CARLSON
IAPD individual key: 5928898

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CARLSON WEALTH, LLC	State registered	Mar 11, 2022	n/a	yes	OMAHA, NE	Current employment
MCMILL CPA AND ADVISORS	Independent wealth	Apr 20, 2017	Jun 30, 2022	no	Omaha, NE\|NORFOLK, NE\|Omaha, NE	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Apr 6, 2015	Apr 14, 2017	no	OMAHA, NE	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 19, 2012	Apr 3, 2015	no	OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MCMILL CPA AND ADVISORS	CARLSON WEALTH, LLC	Jun 30, 2022	Mar 11, 2022	-111	Firm change after gap	RIA to state RIA
SECURITIES AMERICA ADVISORS, INC.	MCMILL CPA AND ADVISORS	Apr 14, 2017	Apr 20, 2017	6	Firm change	Other
MSI FINANCIAL SERVICES, INC.	SECURITIES AMERICA ADVISORS, INC.	Apr 3, 2015	Apr 6, 2015	3	Firm change	Other

Relationships

Registered with (4)

→ CARLSON WEALTH, LLCRegistered adviserregistration: current employment
Mar 11, 2022 to presentfactForm ADV
→ MCMILL CPA AND ADVISORSRegistered adviserregistration: previous registration
Apr 20, 2017 to Jun 30, 2022factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Apr 6, 2015 to Apr 14, 2017factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 19, 2012 to Apr 3, 2015factForm ADV

Dated events

Occurred
Jun 30, 2022
Advisor changed firm
Michael Scott Carlson left Mcmill Cpa And Advisors for Carlson Wealth, Llc (registered 2022-03-11)
Form ADVobserved 4 days ago