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Daniel Eugene Moylan
Carlson Financial
8 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
Carlson Financial
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
1,020 clients
Average Client Portfolio
$499K average
Assets Under Management
$508.6M
Fee Structure
Minimum Investment:
$250K
Investment Management
Planning
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Location
1201 SW Oakley Avenue, Topeka, KS, 66604
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Criminal
June 1982
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Carlson Financial
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Carlson Financial
October 2018 - December 2021 · 3 yrs 2 mos
Global Financial Private Capital, LLC
September 2017 - April 2019 · 1 yr 7 mos
State Registrations
1 state
KS
Advisor
Exams
No exam information available for this advisor.