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Carlson Financial
Carlson Financial was established in 2012 as a US-based wealth manager. The firm delivers investment advisory services that include income and investment...
Overview
Carlson Financial was established in 2012 as a US-based wealth manager. The firm delivers investment advisory services that include income and investment planning, insurance, and tax planning. It serves individuals, high-net-worth individuals, and institutional clients. No public data confirm specific asset classes, named portfolio holdings, or geographic deployment beyond the United States headquarters. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months appear in available records. The firm operates without disclosed family-office structure or external fund commitments.
General information
Firm type
Wealth Manager
Year founded
2012
Location
Region
North America
Country
United States
City
Topeka
Corporate office
Glen Allen, United States
Frequently asked questions
Who runs investment decisions at Carlson Financial?
No named principals or CIO appear in public records.
Does Carlson Financial participate in fund commitments or only direct deals?
Available information shows only advisory services; no fund commitments or direct deals are disclosed.
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