Carlson Financial
Topeka, Kansas
4.2
16 Reviews
Carlson Financial, a prominent investment advisory firm based in Topeka, KS, stands as a trusted partner for over 990 individual clients. With a remarkable $342,404,000 in assets under management, the firm has established itself as a leading player in the financial industry. Boasting six offices throughout the region, Carlson Financial is deeply committed to providing exceptional services to its diverse clientele. Specializing in investment advisory and insurance brokerage, Carlson Financial offers comprehensive solutions tailored to meet the unique financial needs of their clients. Their expertise in managing employer 401K plans...
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Assets Under Mgmt

$342.4M

Investment Professionals

15

Locations

5

% 401K & Individual

99%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Insurance broker or agent
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