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Michael John Carson

Hurlow Wealth Management Group, Inc.

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About Michael John Carson

Michael Carson is an investment advisor representative for Hurlow Wealth Management Group, Inc. in Bloomington, Indiana. Michael has been in the industry since July 2009, working previously for Wells Fargo Advisors Financial Network, LLC. Michael holds the Series 66, Series 7, and SIE securities licenses. Michael is also a Certified Financial Planner. Hurlow Wealth Management Group, Inc. is a fee-based firm that provides financial planning, pension consulting, and portfolio management services for individuals, families, and businesses.

Firm Information

Michael Carson is currently registered with Hurlow Wealth Management Group, Inc.. Hurlow Wealth Management Group, Inc. is an independent wealth management firm based in Bloomington, Indiana. They provide a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has a team of experienced professionals who are committed to helping their clients achieve their financial goals. They serve a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $658 million in assets and has over 1,900 accounts.
Hurlow Wealth Management Group, Inc.

3925 HAGAN ST.

BLOOMINGTON, IN 47401

$658.11M

Assets Under Management

30

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Carson’s Registration & Firm History

IN

05/02/2016 - Present

Hurlow Wealth Management Group, Inc. (BLOOMINGTON IN)

IN

07/02/2009 - 05/03/2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BLOOMINGTON IN)

IN

02/04/2009 - 04/22/2009

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (BLOOMINGTON IN)

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Licenses & Designations

BOTH

Issued 07/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Carson.
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