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Contact Us

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Mike is here to help you grow your business and be successful!

Mike passed the CPA exam over 30 years ago and is licensed in the state of Illinois.  He secured his investment license over 9 years ago and his CFP® over 6 years ago.

PDF of our successes

Phone: 888-733-4916 Ext. 4106
or call Mike Carlson directly at 402-552-8965

Fax: 402-939-0144

Wealth Management LLC
PO Box 1264
Norfolk, NE 68702