Carlson Financial Company Profile, Contacts & Intelligence

Financial ServicesUnited States27 employeesFounded 2012
3 contacts with email or phone data3 with email data
View verified contacts Compare competitors
Employees
27
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 3 visible contacts
Departments
3
Mapped contact coverage

Carlson Financial Overview

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.

Headquarters
United States
Website
www.carlsonfinancial.com
Industry
Financial Services
Founded
2012
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Income Planning Investment Planning Insurance Planning Income Tax Planning Inheritance Planning

Carlson Financial Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
8 company-domain emails
Visible contacts using Carlson Financial's company email domain.
Finance
6
Sales
2
Executive
2

Carlson Financial People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

S
Steven Bradley
Financial Advisor
E
D
Denise Blake
Investment Advisor Representative
E
S
Shawn Johnson
Investment Advisor at Carlson Financial
E

Carlson Financial Workforce Composition

Seniority breakdown across 15 visible profiles.

Individual contributor
8
Executive
2
Associate / junior
2
Director
1
Manager
1
Senior / Lead
1

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