Carlson Financial

Overview

Carlson Financial is an SEC registered investment adviser based in Topeka, KS, registered since 2018. It reports $632M in assets under management across 1,097 accounts, with 29 employees. It has 14 investment adviser representatives.

Reported AUM

$632M

Discretionary

100%

Accounts

1,097

Average account

$576K

Employees

29

Advisory reps

14

Registered since

2018

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 4

• Carl R Carlson Chief Executive Officer CRD 5802320
• Daniel Eugene Moylan Chief Investment Officer CRD 6849060
• Susannah Amelia Orzolek Chief Operating Officer CRD 7215448

1 more executive officer, with direct contact details

Advisory reps 3 of 14

• Joseph Dupree Britt Investment Adviser Rep CRD 8085241
• Jonathan Paul Brobst Investment Adviser Rep CRD 4126199
• Anna L Carlson Investment Adviser Rep CRD 6952797

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1201 SW Oakley Ave
Topeka, KS 66604

County

Shawnee

Metro area

Topeka, KS

Region

Midwest

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: carlsonfinancial.com

Every state, with registration dates

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