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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- HorizonEmber frontier
- Established Date
- 07-12-2018
- Office Locations
- 4
Office Locations
About Carlson Financial
Carlson Financial is an independent, SEC-registered RIA focused on helping individuals build retirement strategies, combining investment management with insurance-based solutions where appropriate. The firm is geared to retail retirees and pre-retirees seeking income and risk management support, with advisors serving clients across multiple offices (including Colorado Springs, Topeka, and Virginia markets) and custody through Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CARL R CARLSON
Advisor, Chief Executive Officer
- CRD
- #5802320
- Ownership
- Less than 5%
DANIEL EUGENE MOYLAN
Chief Investment Officer
- CRD
- #6849060
- Ownership
- Less than 5%
Eagle horizon
Focus signal summit
- CRD
- #23816
- Ownership
- 5.4%
Showing 2 of 4 owners & executives
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JONATHAN PAUL BROBST
Financial Advisor
- CRD
- #4126199
ANNA L CARLSON
Financial Advisor
- CRD
- #6952797
Meridian peak
Zenith vital
- CRD
- #40089
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $632,192,164 | $576,292 |
| Non-Discretionary | $0 | -- |
| Total | $632,192,164 | $576,292 |
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Separately Managed Accounts
Total SMA Asset: $632,192,164
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $181,966,371 | 15.5% |
| Public Funds | $597,554,083 | 50.9% |
| Cash | $226,577,481 | 19.3% |
| Corporate - Investment Grade | $167,878,652 | 14.3% |
| Total | $1,173,976,587 | 100.0% |