# Carlson Financial

Carlson Financial is a RIA based in Topeka, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Topeka, United States
- **Region:** North America
- **Address:** Glen Allen, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** carlsonfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/carlson-financial

## Regulatory record

- **CRD number:** 295907
- **SEC file number:** 801-113595
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/295907

## About

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.

## 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.

## Related profiles

- [Carlson Family Foundation](https://altss.com/profile/carlson-family-foundation)
- [Carlyle Group](https://altss.com/profile/carlyle-group)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/carlson-financial

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