SEC Form ADV

CARLSON FINANCIAL

Registered Investment AdviserKS
$632.2M
Assets Under Management
1,097
Total Clients
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Registration Details

Accession
CRD-295907
Location
TOPEKA, KS
Filing Date
March 31, 2026
AUM
$632.2M
Total Clients
1,097
Amendment
No

About this Adviser

CARLSON FINANCIAL is a registered investment adviser headquartered in TOPEKA, KS, managing approximately $632.2M in assets across 1,097 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.