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Paul Stevens Carlson

President/CcoCarlson Financial, Inc.CRD 4297341

About Paul Stevens Carlson

Paul Stevens Carlson is listed as President/Cco at Carlson Financial, Inc. in Canby, OR. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Carlson Financial, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Paul Stevens Carlson work?

Paul Stevens Carlson is listed as President/Cco at Carlson Financial, Inc. on SEC Form ADV.

How much of Carlson Financial, Inc. does Paul Stevens Carlson own?

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

Carlson Financial, Inc.

TitlePresident/Cco
OwnershipOver 75%
Control personYes
Since2015
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