Carlson Financial

Finance · Nebraska, United States · 11-50 Employees

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Overview

Headquarters

1908 N 203rd St Ste 6, Elkhorn, Nebraska...

Phone Number

(402) 502-3430

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Carlson Financial

Carlson Financial offers personalized financial services, including retirement planning, investment strategies, estate planning, insurance, and tax services. They focus on creating tailored strategies to help clients align their financial portfolios with personal goals and priorities. The company emphasizes trust, honesty, and integrity in their approach, aiming to guide clients through life's transitions. Their intended clients include individuals preparing for retirement, caring for families, or pursuing business and personal dreams.Explore more
Popular SearchesCarlson Financialcarlson-financial.netSIC Code 62,628NAICS Code 52,523Show more

Carlson Financial Org Chart

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Associate

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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carlson Financial

$5.7M
11-50
Private
-
-
$5.1M
11-50
Private
-
2011
CW
Christopher WycislakChief Financial Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JM
Janine MassoomianExecutive Assistant
<$5M
1-10
Private
-
2016
TG
Thomas GamezPresident, Gamez Financial Partners Llc
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Carlson Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Carlson Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carlson Financial.

Carlson Financial Tech Stack

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Frequently Asked Questions Regarding Carlson Financial

What is Carlson Financial's official website?
Carlson Financial's official website is www.carlson-financial.net
What is Carlson Financial's Revenue?
Carlson Financial's revenue is $5.7 Million
What is Carlson Financial's SIC code?
Carlson Financial's SIC: 62,628
What is Carlson Financial's NAICS code?
Carlson Financial's NAICS: 52,523
How many employees does Carlson Financial have?
Carlson Financial has 11-50 employees
What industry does Carlson Financial belong to?
Carlson Financial is in the industry of: Finance, Securities Trading
What is Carlson Financial competition?
Carlson Financial top competitors include: Clarity Financial Services, Waelchli Financial Services, Gamez Financial Partners, Broadridge Investor Communication Solutions
What technology does Carlson Financial use?
Some of the popular technologies that Carlson Financial uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, GoDaddy DNS
How do I contact Carlson Financial?
Carlson Financial contact info: Phone number: (402) 502-3430 Website: www.carlson-financial.net
What does Carlson Financial do?

Carlson Financial offers personalized financial services, including retirement planning, investment strategies, estate planning, insurance, and tax services. They focus on creating tailored strategies to help clients align their financial portfolios with personal goals and priorities. The company emphasizes trust, honesty, and integrity in their ap... proach, aiming to guide clients through life's transitions. Their intended clients include individuals preparing for retirement, caring for families, or pursuing business and personal dreams.Read More

Is Carlson Financial a public company?
Carlson Financial is private company therefore does not currently have an official ticker symbol
See more information about Carlson Financial

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