Carlson Financial Information
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Carlson Financial
Summary
Carlson Financial is a financial services company that serves Colorado, Kansas, and Virginia. We help our clients move confidently from their years of saving into a secure retirement, developing an in...Show more
Organization Website | carlsonfinancial.com |
Social Links |    |
Phone Number | 844-227-5766 |
Industries | |
Headquarters Location | 5207 Hickory Park Dr, Glen Allen, Virginia, 23059 US |
Employees Size | 10-50 employees |
Specialties | Income Planning, Investment Planning, Insurance Planning, Income Tax Planning, Inheritance Planning |
Founded | 2012 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Carlson Financial shows a diverse range of experience levels:
11% have been with the company for less than 1 year6% for 1–2 years17% for 3–4 years28% for 5–7 years17% for 8–10 years22% have over 11 years of service at Carlson FinancialDiscover More
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Carlson Financial
Carl Carlson
CEO/ Founder
Marvin Carlson
Owner
Gary Carlson
owner
Wendy Price
Communications Coordinator at Carlson Financial
Sydni Carey
Client Experience Specialist
Alex Hammersley
Financial Advisor
Kelsey Herl
Client Service Specialist
Stephanie Neary
Office Manager
Jordan Mistretta
Financial Advisor
Thomas Doyle
Associate Financial Advisor
Whitney Bond
Marketing Project Manager
Selena Tan
Finance Manager
Laura Simoes
Chief of Staff
Sheryl Carter
Culture and Recognition Leader
Susannah Orzolek
Chief Operating Officer
Jonathan Brobst
Financial Advisor
Steven Bradley
Financial Professional
A Suzanne Robertson
Financial Advisor
Jan Ferguson
Client Experience Specialist
Theresa Muller
Chief Compliance Officer
Laurie Bogdon
Client Service Specialist, Team Lead
Marissa Waldron
Financial Planner
Tina Luckey
Client Services Specialist Practitioner
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FAQ
Carlson Financial operates in the Finance industries. More details can be found on the official website: carlsonfinancial.com.
The headquarters of Carlson Financial are located in Glen Allen, United States.
You can contact Carlson Financial by phone at 844-227-5766.
Carlson Financial currently employs 10-50 people.
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