CARLSON FINANCIAL

Overview

Carlson Financial operates as an independent registered investment adviser focused on serving individual and family clients with discretionary portfolio management and financial planning. The firm emphasizes equity-oriented portfolios—exchange-traded equities are its largest allocation—while combining traditional fixed income and insurance solutions to meet client objectives. Carlson Financial also acts as an insurance broker, which shapes how it integrates annuities and insurance-based products into client plans. Investment decisions appear to favor liquid, publicly traded exposures for core allocations, with complementary exposure to alternatives through third-party managers. The firm is not positioned as an ESG-focused allocator and runs advisory relationships primarily under a percentage-of-AUM fee model supplemented by other revenue sources tied to insurance or product placement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices