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 | — |