TrueAdvisor
TrueAdvisor
AH
AH

Alexander Matthew Bradshaw Hammersley

Carlson Financial
3 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial 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

Location

1201 SW Oakley Avenue, Topeka, KS, 66604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Carlson Financial
October 2022 - Present · 3 yrs 4 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.