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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2021
- Office Locations
- 3
Office Locations
About RPR Financial
RPR Financial is a retail RIA providing financial planning alongside insurance and retirement plan guidance, with a client focus that includes business owners. Portfolios are implemented primarily with ETFs and public mutual funds, complemented by municipal bond exposure and fixed-income positioning; Schwab is listed as custodian. Based in Overland Park, KS with a presence in TX.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MITCH DEAN CARLSON
Managing Member, Wealth Advisor
- CRD
- #5514653
- Ownership
- 75% or more
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CRAIG SCOTT FISCH
Wealth Advisor
- CRD
- #1538511
MARK WHEELER HARRIS
Advisor
- CRD
- #1789880
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,050,078 | $255,197 |
| Non-Discretionary | $0 | -- |
| Total | $162,050,078 | $255,197 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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