Wealth Management LLC Adds Michael Carlson as Manager of Sales

Wealth Management LLC (wealthmgmtllc.com) of Norfolk is pleased to announce that Michael Carlson, CFP®, ChFC®, CPA has joined the company as Manager of Sales. Carlson joins Wealth Management LLC with over 25 years of experience in the financial and accounting industries.

Carlson earned a bachelor’s degree in accounting and information systems from Drake University and an MBA from the University of Notre Dame. He is a Certified Financial PlannerTM (CFP®) and a Chartered Financial Consultant (ChFC®).

In his new role, Carlson will remain in Omaha and will focus on new business acquisition, retention, support and growth activities–ultimately ensuring the highest quality client service experience.

Wealth Management LLC (wealthmgmtllc.com) provides administrative support for financial advisors across the country and believes in delivering a distinctive investment experience that focuses on putting clients first.

Lutz Talent sourced and matched Carlson for Wealth Management LLC.