# CARLSON FINANCIAL ADVISORY, LLC

CARLSON FINANCIAL ADVISORY, LLC of LIBERTY LAKE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 281868
- Type: SEC-registered investment adviser
- Location: 23403 E. MISSION AVENUE, LIBERTY LAKE, WA, 99019
- Phone: 509-220-4759
- Latest filing: 2026-03-27
- Regulatory AUM: $1.6M
- Non-discretionary AUM: $1.6M
- Clients: 1
- Accounts: 10

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281868/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281868/similar
- Related entities: https://search.stillhousedata.com/firm/281868/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281868

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.