Carter J. Michaelson

BLAINE, MN

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CRD#: 7211013

Professional summary

Carter James Michaelson, CFP® was a registered financial advisor .

Carter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Carter had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Carter Michaelson owns rental property. In this role, Carter Michaels collects rent, handles tenant communications, manages maintenance and repairs, etc. This activity accounts for approximately 2% of his time. Clients of IFW are not involved in, nor are they solicited to participate in this outside business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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^®

Certified Financial Planner

Start date: 2022

Experience

Current

October 27, 2025 - Present

BLAINE, MN

Past

September 3, 2024 - August 12, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

North Oaks, MN

Past

January 13, 2021 - August 20, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

North Oaks, MN

Past

October 26, 2020 - August 30, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

North Oaks, MN

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

Minnesota
(10/27/2025)

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

State Security Law Exam

IAR

Series 66

Date: 12/19/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/26/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/25/2020

Securities Industry Essentials Examination

Current firm

No current employment

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.

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Carter J. Michaelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT ADVISOR NETWORK, LLC

PURSHE KAPLAN STERLING INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2020

Series 7TO

Date: 10/26/2020

SIE

Date: 9/25/2020

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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