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CARLSON FINANCIAL

Tel: (844) 227-5766
1201 Sw Oakley Avenue
Topeka, Kansas  66604

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CARLSON FINANCIAL

CARLSON FINANCIAL is a Topeka, Kansas based financial advisory firm with nearly $508,574,924 in assets under management and provides investment advisory services for 2779 clients. There are currently 27 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Other (COMMISSIONS ON INSURANCE PRODUCT SALE

Firm CRD#:

295907

SEC#:

801-113595

No. of Clients:

2779

Assets under Management

$508,574,924

No. of Advisors:

27

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