Carlson Financial Holdings
OwnerCarlson & Company Financial Services, LLC
About Carlson Financial Holdings
Carlson Financial Holdings is listed as Owner at Carlson & Company Financial Services, LLC in Topeka, KS. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Carlson & Company Financial Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carlson Financial Holdings work?
Carlson Financial Holdings is listed as Owner at Carlson & Company Financial Services, LLC on SEC Form ADV.
How much of Carlson & Company Financial Services, LLC does Carlson Financial Holdings own?
Form ADV reports a beneficial ownership band of Over 75%.
Carlson & Company Financial Services, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |