Michael J. Carson
HURLOW WEALTH MANAGEMENT GROUP
Bloomington, IN 47401
Some features on this profile are disabled
CRD#: 5543715
Professional summary
Michael John Carson, CFP®, CIMA®, who also goes by Michael J Carson, Mike Carson, is a registered financial advisor currently at HURLOW WEALTH MANAGEMENT GROUP, INC. located in Bloomington, Indiana.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Michael has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Tax Planning
Employee and Employer Plan Ben...
Business Succession Planning
Social Security Planning
Estate Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Estate & Generational Planning...
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Michael J Carson | Mike Carson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
H&C Real Estate Holding, LLC; not investment related; 3925 Hagan Street, Suite 300, Bloomington, IN 47401; purchase and development of real-estate; Partner; 5 hours per month; no hours during securities trading hours; development of real-estate property to be leased to Hurlow Wealth Management Group, Inc. Junior Achievement of Central Indiana; Not Investment Related; 7435 N. Keystone Avenue, Suite B, Indianapolis, IN 47401; Non Profit career exploration, employability/life skills, entrepreneurship, financial literacy and philanthropy for young children; Board Member, Chairman of Investment Committee, Member of Executive Committee; 01/01/2020 ; 2 hour per month, no hours during securities trading hours ; Review investment portfolio reports, discuss asset allocation and performance, and vote on decisions regarding the investment portfolio. Attend board meetings to discuss important organizations goals and initiatives and review the budget. Attend Executive Committee meeting every other month and vote on important matters relating to the running of the organization. 3rd and Smith East Association; not investment related; 3925 Hagan St, Bloominton, IN 47401; Treasurer; 12/01/2023; 1 hour per month none during securities trading hours; Provide oversight of financial statement and approve transactions for the association.
CRS (Client Relationship Summary) - RIA
Click below to view Michael John Carson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
May 2, 2016 - Present
HURLOW WEALTH MANAGEMENT GROUP, INC.
Office #1: 3925 Hagan St. Suite 300, Bloomington, IN 47401RIA
CRD#: 282587
Bloomington, IN
Past
July 29, 2009 - May 3, 2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
BLOOMINGTON, IN
Past
July 2, 2009 - May 3, 2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
BLOOMINGTON, IN
Past
February 4, 2009 - April 22, 2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
BLOOMINGTON, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HURLOW WEALTH MANAGEMENT GROUP, INC.
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD#: 282587 / SEC#: 801-107700
RIA
Registered Investment Advisory firm - (5/2/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(5/2/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HURLOW WEALTH MANAGEMENT GROUP, INC.
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD#: 282587 / SEC#: 801-107700
RIA
Registered Investment Advisory firm - (5/2/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3925 Hagan St. Suite 300, Bloomington, IN 47401
Mailing Address
Phone number
(812) 333-4726
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,958 |
| AUM (Assets Under Management) | $ 658,110,847 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD#: 282587Bloomington, IN 47401TRUST BUT VERIFY
Monitor Michael Carson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
