Marissa Kay Waldron

CFP

Carlson Financial

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Carlson Financial

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

1,020 clients

Average Client Portfolio

$499K average

Assets Under Management

$508.6M

Fee Structure

Minimum Investment:$250K

Location

1201 SW Oakley Avenue, Topeka, KS, 66604

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Carlson Financial

March 2025 - Present · 11 mos

Previous Registrations

Carlson Financial

January 2022 - December 2024 · 2 yrs 11 mos

Carlson Financial

December 2018 - December 2021 · 3 yrs

Global Financial Private Capital, LLC

January 2018 - April 2019 · 1 yr 3 mos

Fisher Investments

May 2014 - October 2017 · 3 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.