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Building 2CARLSON FINANCIAL

Map pinTOPEKA, KS
Phone(844) 227-5766
NotebookSEC #801-113595
Total AUM
$632.2M
Employees
29
Clients
1,097

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 SW OAKLEY AVENUE
TOPEKA
KS 66604
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
(844) 227-5766
Other Offices
4

ReceiptFinancials

Total AUM
$632.2M
Accounts
1,097
Discretionary
$632.2M
Accounts
1,097
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
924
AUM
$366.7M
HNW Individual Clients
173
AUM
$265.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
COMMISSIONS ON INSURANCE PRODUCT SALES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOKSTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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