Carlson Financial

CRD 295907 · Topeka, KS · $632.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 295907
SEC number: 801-113595
Firm type: RIA
Assets under management: $632.2M as of Mar 31, 2026
Website: facebook.com/CARLSONFINANCIAL ↗
Phone: (844) 227-5766
Address: 1201 Sw Oakley Avenue, Topeka, KS, 66604

Advisors at this firm

10 in our index · page 1 of 1

Jonathan Paul BrobstCRD 4126199 · Topeka, KS

IA Registered
Anna L CarlsonCRD 6952797 · Glen Allen, VA

IA Registered
Carl R CarlsonCRD 5802320 · Topeka, KS

IA Registered
Ian Michael GallagherCRD 8004690 · Glen Allen, VA

IA Registered
Alexander Matthew Bradshaw HammersleyCRD 7645917 · Topeka, KS

IA Registered
Jordan Peter MistrettaCRD 8004680 · Glen Allen, VA

IA Registered
Daniel Eugene MoylanCRD 6849060 · Topeka, KS

IA Registered

Disclosure event(s) on record
Susannah Amelia OrzolekCRD 7215448 · Glen Allen, VA

IA Registered
Marissa Kay WaldronCRD 5810068 · Azle, TX

IA Registered
Jacob Donald WilliamsCRD 5613035 · Colorado Springs, CO

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.

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