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Carlson Financial Holdings

OwnerCarlson & Company Financial Services, LLC

About Carlson Financial Holdings

Carlson Financial Holdings is listed as Owner at Carlson & Company Financial Services, LLC in Topeka, KS. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Carlson & Company Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Carlson Financial Holdings work?

Carlson Financial Holdings is listed as Owner at Carlson & Company Financial Services, LLC on SEC Form ADV.

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

Form ADV reports a beneficial ownership band of Over 75%.

Carlson & Company Financial Services, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2024
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