CARLSON FINANCIAL ADVISORY, LLC

CARLSON FINANCIAL ADVISORY, LLC of LIBERTY LAKE, WA is an SEC-registered investment adviser (CRD 281868). Regulatory assets under management: $1.6M.

Registration

• CRD: 281868
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281868 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search