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Michael John Carson

Michael John Carson

CFP®, CIMA®
HURLOW WEALTH MANAGEMENT GROUP
BLOOMINGTON, IN
·CRD# 5543715·17 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$100K–$250K

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Who I Serve

Business Owners & Entrepreneurs
Physicians & Medical Professionals

Services Offered

  • Financial Planning
  • Retirement Planning
  • Risk Management & Insurance
  • Tax Planning
  • Business Services
  • Social Security & Medicare Planning
  • Estate & Legacy Planning
  • Investment Management
  • Education Funding

Specializations

Business Exit & Succession Planning

Other Aliases

Michael J Carson, Mike Carson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2013
CIMA®
Certified Investment Management Analyst

Years of Experience

17 years in the financial services industry

Current & Past Employments

HURLOW WEALTH MANAGEMENT GROUP, INC.·CRD# 282587
RIA
3925 Hagan St. Suite 300, Bloomington, IN 47401
May 2, 2016 - Present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
RIA
Bloomington, IN
July 29, 2009 - May 3, 2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
BD
Bloomington, IN
July 2, 2009 - May 3, 2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
BD
Bloomington, IN
February 4, 2009 - April 22, 2009

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Current Firm

HURLOW WEALTH MANAGEMENT GROUP, INC.
HURLOW WEALTH MANAGEMENT GROUP, INC.

HURLOW WEALTH MANAGEMENT GROUP, INC.

CRD#: 282587 / SEC#: 801-107700
RIA
Registered Investment Advisory firm - SEC (5/2/2016 Approved)

Contact Information

Main Address

3925 Hagan St. Suite 300, Bloomington, IN 47401

Phone Number

(812) 333-4726

# of Employees

16

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,155

AUM (Assets Under Management)

$794,361,686

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.

HURLOW WEALTH MANAGEMENT GROUP, INC.

CRD#: 282587 / SEC#: 801-107700
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Indiana
(5/2/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2009About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed May 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2009About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael John Carson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Michael

  • Financial Planning
  • Retirement Planning
  • Risk Management & Insurance
  • Tax Planning
  • Business Services
  • Social Security & Medicare Planning
  • Estate & Legacy Planning
  • Investment Management
  • Education Funding

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