CARLSON FINANCIAL

1201 Sw Oakley Avenue
Topeka, Kansas 66604
Tel: (844) 227-5766

About CARLSON FINANCIAL

CARLSON FINANCIAL, formally registered with the SEC as CARLSON FINANCIAL. The firm was established in 07/12/2018. They have over 5 offices throughout the country.

CARLSON FINANCIAL is a Topeka, Kansas based Financial Planning firm with nearly $508,574,924 assets under management, offering retirement planning & investment advisory services to 2779 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	295907
SEC#	801-113595
Assets Managed by Firm	$508,574,924
No. of Clients	2779
No. of Advisors	27

Fee Structure

A percentage of AUM
Other (COMMISSIONS ON INSURANCE PRODUCT SALES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2779	$508,574,924
Individuals (other than high net worth individuals)	898	$319,467,911
High net worth individuals	119	$185,813,915
Corporations or other businesses	3	$3,293,098

More Retirement Planning firms in Topeka, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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