Carlson Investments

CRD 105729 · Concord, NH · $735.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 105729
SEC number: 801-34606
Firm type: RIA
Assets under management: $735.5M as of Mar 13, 2026
Website: www.carlsoninvest.com ↗
Phone: 603-224-5977
Address: Two Capital Plaza, Concord, NH, 03301

Advisors at this firm

8 in our index · page 1 of 1

Daniel F BednarczykCRD 7304546 · Concord, NH

IA Registered
Joseph Michael DrinonCRD 72053 · Concord, NH

IA Registered
Kyle Ian FellersCRD 4446152 · Concord, NH

IA Registered
Kate T GrahamCRD 4304809 · Concord, NH

IA RegisteredRegistration inactive
Richard Carl HabermannCRD 2216146 · Concord, NH

IA Registered
Maxwell Cyr KemperCRD 8196481 · Concord, NH

IA Registered
James Roger MullinsCRD 4067197 · Concord, NH

IA Registered
Alan Joseph RatteeCRD 7402533 · Concord, NH

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.