LP Profile

Carlson Financial

Also known as carlson financial

Wealth ManagerTopeka, United StatesFounded 2012
Topeka
Headquarters
Investment Focus

About Carlson Financial

Carlson Financial is a wealth manager based in Topeka, US. Founded in 2012.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Carlson Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$632.2M
Total Clients
1,097
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Carlson Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Carlson Financial?

Carlson Financial is a wealth manager based in Topeka, United States.

Where is Carlson Financial headquartered?

Carlson Financial is headquartered in Topeka, United States.

When was Carlson Financial founded?

Carlson Financial was founded in 2012.

How can I contact Carlson Financial?

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