Assets Under Management
$508.6M
Number of Clients
1,020
Number of Advisors
9
Average Client AUM
$499K
AUM per Advisor
$56.5M
Compensation
Fee-Only (AUM)
Carlson Financial provides financial planning and investment advisory services to individuals, trusts, small businesses, family offices, endowments, and other institutional clients. They begin with financial planning and offer discretionary or non-discretionary investment management.
1201 SW Oakley Avenue, Topeka, KS, 66604