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CARLSON FINANCIAL ADVISORY, LLC
CRD 281868
23403 E. MISSION AVENUE, SUITE 200F, LIBERTY LAKE, WA, 99019, United States
Phone
509-220-4759
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.6M |
Official SEC filing: View on IAPD