CARLSON & COMPANY FINANCIAL SERVICES, LLC
Doing business as CARLSON FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$632,192,164
Discretionary
$632,192,164
Non-discretionary
$0
Firm details
- CRD number
- 295907
- SEC file number
- 801-113595
- Main office
- TOPEKA, KS, United States
- Employees
- 29
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Other
As of October 2026.