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Daniel Eugene Moylan

CARLSON & COMPANY FINANCIAL SERVICES, LLC·TOPEKA, Kansas
Series 658 years registeredCARLSON & COMPANY FINANCIAL SERVICES, LLC
1201 SW OAKLEY AVENUE, TOPEKA, KS 66604CRD# 6849060Firm CRD# 295907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Eugene Moylan · TOPEKA, KS
Registration
CRD #6849060 · CARLSON & COMPANY FINANCIAL SERVICES, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

CARLSON FINANCIAL
Jan 2022 – present
CARLSON FINANCIAL
Oct 2018 – Dec 2021
TOPEKA, KS
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
Sep 2017 – Apr 2019
Topeka, KS
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 26, 2017
Years registered · 8
03

Disclosure History

1982Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CARLSON & COMPANY FINANCIAL SERVICES, LLC
CRD 295907 · SEC 801-113595
AUM
$509M
Regulatory assets under management
Employees
27
2,779 client accounts
Services offered by CARLSON & COMPANY FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CARLSON & COMPANY FINANCIAL SERVICES, LLC →
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05

Frequently Asked Questions

What services does Daniel Eugene Moylan offer?
Daniel Eugene Moylan specializes in Financial Planning, Investment Management. Contact their office in TOPEKA, Kansas for a consultation.
What are Daniel Eugene Moylan's credentials?
Daniel Eugene Moylan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Eugene Moylan located?
Daniel Eugene Moylan is based in TOPEKA, Kansas, working with CARLSON & COMPANY FINANCIAL SERVICES, LLC. Their office serves clients in the TOPEKA metropolitan area and surrounding communities.
How does Daniel Eugene Moylan charge for services?
Daniel Eugene Moylan's firm is compensated through percentage of aum, other: commissions on insurance product sales. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARLSON & COMPANY FINANCIAL SERVICES, LLC?
CARLSON & COMPANY FINANCIAL SERVICES, LLC has approximately 27 employees and manages $509M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARLSON & COMPANY FINANCIAL SERVICES, LLC

Scott Michael Rinehart
TOPEKA, KS
Carl R Carlson
TOPEKA, KS

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