CARLSON & COMPANY FINANCIAL SERVICES, LLC of TOPEKA, KS is an SEC-registered investment adviser (CRD 295907). Regulatory assets under management: $632.2M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Carl R Carlson | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Daniel Eugene Moylan | CHIEF INVESTMENT OFFICER | — |
| Theresa Ann Muller | CHIEF COMPLIANCE OFFICER | — |
| Susannah Amelia Orzolek | CHIEF OPERATIONS OFFICER | — |
| RINEHART LARRY MICHAEL | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR; FINANCIAL ADVISOR | — |
| CARLSON STEVEN R | CHIEF EXECUTIVE OFFICER | — |
| MULLER THERESA ANN | CHIEF COMPLIANCE OFFICER | — |
| MOYLAN DANIEL EUGENE | CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| GLEN ALLEN | VA | 3 | 8442275766 |
| GLEN ALLEN | VA | 3 | 8442275766 |
| OVERLAND PARK | KS | 2 | 913.738.9050 |
| OVERLAND PARK | KS | 2 | 913.738.9050 |
| COLORADO SPRINGS | CO | 1 | 844-227-5766 |
| VIRGINIA BEACH | VA | 1 | 844-227-5766 |
| COLORADO SPRINGS | CO | 1 | 844-227-5766 |
| VIRGINIA BEACH | VA | 1 | 844-227-5766 |