Carlson Financial Information

View Top Employees from Carlson Financial

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 integrated financial plan that considers income, investment, tax, insurance, and estate planning.

Website	http://www.carlsonfinancial.com
Revenue	$1 million
Employees	35 (20 on RocketReach)
Founded	2012
Address	5207 Hickory Park Dr Suite E, Glen Allen, Virginia 23059, US
Phone	+1 844-227-5766
Fax	(919) 554-3922
Industry	Financial Services, Investment Banking, Finance
Keywords	Financial Planning, Investment Strategies, Secure Retirement, Retirement Planning, Retirement Strategies, Wealth Management, Wealth Strategies, Investment Management, Financial Services, Financial Advisor, Portfolio Management, Retirement Advisor, Risk Management, Estate Planning, Income Planning, Tax Planning, Long-Term Care, Insurance Planning, Financial Security
Competitors	Fidelity Investments, Schwab Advisor Services, Vanguard, Edward Jones, Financial Services Company, TIAA, Morgan Stanley, Raymond James, Wells Fargo Advisors, LPL Financial +52 more (view full list)
SIC	SIC Code 73 Companies, SIC Code 738 Companies
NAICS	NAICS Code 52232 Companies, NAICS Code 5223 Companies, NAICS Code 522 Companies, NAICS Code 522320 Companies, NAICS Code 52 Companies

Carlson Financial Questions

What is the annual revenue of Carlson Financial?

The Carlson Financial annual revenue was $1 million in 2026.

Who is the COO of Carlson Financial?

Susannah Orzolek is the COO of Carlson Financial.

How many people are employed at Carlson Financial?

20 people are employed at Carlson Financial.

Where is Carlson Financial based?

Carlson Financial is based in Glen Allen, Virginia.

What is the NAICS code for Carlson Financial?

The NAICS codes for Carlson Financial are [52232, 5223, 522, 522320, 52].

What is the SIC code for Carlson Financial?

The SIC codes for Carlson Financial are [73, 738].

Top Carlson Financial Employees

Susannah Orzolek

Chief Operating Officer at Carlson Financial

Richmond, VA, US
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- gmail.com
- yahoo.com
- aol.com
- carlsonfinancial.com
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- +1 214-689-XXXX
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Carl Carlson

CEO and Founder at Carlson Financial

United States
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- carlsonfinancial.com
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- +1 334-270-XXXX
- +1 785-640-XXXX
Theresa Muller

Chief Compliance Officer at Carlson Financial

Richmond, VA, US
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- yahoo.com
- carlsonfinancial.com
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- +1 804-551-XXXX
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Steven Bradley

Financial Professional at Carlson Financial

Topeka, KS, US
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Laura G. Simoes

Chief of Staff at Carlson Financial

United States
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Marissa Waldron

Financial Planner at Carlson Financial

United States
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- +1 360-483-XXXX
Sydni Carey

Client Experience Specialist at Carlson Financial

Mechanicsville, VA, US
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- +1 804-723-XXXX
Emily Carlson

Marketing Director at Carlson Financial

Richmond, VA, US
1
- +1 785-640-XXXX
Emily Carlson

Marketing Director at Carlson Financial

Richmond, VA, US
2
- gmail.com
- carlsonfinancial.com
4
- +1 804-406-XXXX
- +1 509-334-XXXX
- +1 785-640-XXXX
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Daniel Merriman

Communications Advisor at Carlson Financial

Richmond, VA, US