# CARLSON & COMPANY FINANCIAL SERVICES, LLC

CARLSON & COMPANY FINANCIAL SERVICES, LLC of TOPEKA, KS is an SEC-registered investment adviser.

## Registration

- CRD: 295907
- Type: SEC-registered investment adviser
- SEC file number: 801-113595
- Location: 1201 SW OAKLEY AVENUE, TOPEKA, KS, 66604
- Phone: (844) 227-5766
- Latest filing: 2026-03-31
- Regulatory AUM: $632.2M
- Discretionary AUM: $632.2M
- Clients: 29
- Accounts: 1,097

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/295907/brochure
- Similar advisers: https://search.stillhousedata.com/firm/295907/similar
- Related entities: https://search.stillhousedata.com/firm/295907/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/295907

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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.