Michael Wiedner, CFP®Operations & Compliance Associate
Michael joined CarsonAllaria Wealth Management in 2019. He is responsible for assisting the firm with various operations-related tasks, such as trading and rebalancing, financial planning analysis, and creating client reports. Michael is also responsible for working with our compliance team to execute and evaluate our corporate compliance program.
Michael earned his CERTIFIED FINANCIAL PLANNER™ designation in 2018. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement planning, and estate planning. Michael also holds a Life & Health Insurance License and a Series 66 Security License.
Michael has more than 9 years of experience in the financial services industry and has worked for multiple well-known financial organizations, including Stifel, Merrill Lynch, and Edward Jones.
Michael is originally from Highland, IL. He and his girlfriend, Claire, now live in Edwardsville. They enjoy walking the trails, spending time with family and friends, and finding new places to eat.
- Series 66 Securities License
- CERTIFIED FINANCIAL PLANNER™ professional
- Life & Health Insurance License