CARLSON & COMPANY FINANCIAL SERVICES, LLC

CARLSON FINANCIAL
TOPEKA, Kansas·4 registered advisors·CRD# 295907
SEC# 801-1135954(844) 227-5766
01

Firm Overview

AUM
$509M
Regulatory assets under management
Employees
27
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: COMMISSIONS ON INSURANCE PRODUCT SALES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CARLSON & COMPANY FINANCIAL SERVICES, LLC

4 registered advisors
Carl R Carlson
TOPEKA, Kansas
Daniel Eugene Moylan
TOPEKA, Kansas
Scott Michael Rinehart
TOPEKA, Kansas
Theresa Ann Muller
TOPEKA, Kansas
05

Office Locations

TOPEKA, Kansas
4 advisors

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Data sourced from SEC Form ADV filings. CARLSON & COMPANY FINANCIAL SERVICES, LLC (CRD# 295907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.