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CARLSON INVESTMENTS

CONCORD, NH · CRD 105729 · IAPD ↗ · carlsoninvest.com · 603-224-5977

$735.5MRegulatory AUM
8Advisory reps
14Employees
0Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — CARLSON INVESTMENTS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — CARLSON INVESTMENTS notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.