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Carter James Michaelson

Carter J. Michaelson

ILLUMIFI WEALTH
BLAINE, MN
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CRD#: 7211013
Carter James Michaelson

Professional summary

Carter James Michaelson, CFP® is a registered financial advisor currently at ILLUMIFI WEALTH located in Blaine, Minnesota.

Carter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Carter has 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carter James Michaelson'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®

Certified Financial Planner

Start date: 2022

Experience

Current

October 27, 2025 - Present

ILLUMIFI WEALTH

RIA
CRD#: 338755
BLAINE, MN
Past

September 3, 2024 - August 12, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/19/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/26/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/25/2020
Securities Industry Essentials Examination

Current Firm

IW
ILLUMIFI WEALTH
ILLUMIFI WEALTH | ILLUMIFI WEALTH, LLC

CRD#: 338755 / SEC#:

Minnesota
Registered Investment Advisory firm - (10/27/2025 Approved)
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Contact information

Main Address
Blaine, MN
Mailing Address
Phone number
(651) 237-3725
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts129
AUM (Assets Under Management)$ 8,452,654

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

ILLUMIFI WEALTH

CRD#: 338755Blaine, MN

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