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Carlson Financial, Inc.

● SEC registered since 2025CRD 335831SEC# 801-134078Canby, OR
Export (members)
Reg. AUM
—
Employees
1
Accounts
—
Location
Canby, OR

Carlson Financial, Inc. assets under management

Carlson Financial, Inc. is a registered investment adviser overseen by the SEC based in Canby, OR. The firm has been registered since 2025. It employs 1 people.
www.48financial.comView on SEC.gov ↗

Carlson Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Paul Stevens Carlson ControlPresident/CcoOver 75%2015

Frequently asked questions

How many employees does Carlson Financial, Inc. have?

Carlson Financial, Inc. reports 1 employees.

Where is Carlson Financial, Inc. located?

Carlson Financial, Inc. is based in Canby, OR and has been SEC-registered since 2025.

Does Carlson Financial, Inc. disclose fund performance?

Carlson Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address266 Northwest 1st Ave, Canby, OR 97013
Phone503-266-4848
Fax503-266-4840
Office hours9a.m. To 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo