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Carl R Carlson

Chief Executive OfficerCarlson & Company Financial Services, LLCCRD 5802320

About Carl R Carlson

Carl R Carlson is listed as Chief Executive Officer at Carlson & Company Financial Services, LLC in Topeka, KS. Form ADV reports a beneficial ownership band of Under 5%. Carl R Carlson is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Carlson & Company Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Carl R Carlson work?

Carl R Carlson is listed as Chief Executive Officer at Carlson & Company Financial Services, LLC on SEC Form ADV.

How much of Carlson & Company Financial Services, LLC does Carl R Carlson own?

Form ADV reports a beneficial ownership band of Under 5%.

Carlson & Company Financial Services, LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2018
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Carlson & Company Financial Services, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2024
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