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Chief Operations Officer · Carlson Financial

Susannah A. Orzolek

CRD 7215448 · Named on Form ADV at one SEC-registered adviser

At a glance

Carlson Financial, an SEC-registered wealth manager based in Topeka, KS with $632 million in regulatory assets, lists Susannah A. Orzolek on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

  • Carlson FinancialChief Operations OfficerWealth manager · Topeka, KS · $632M in regulatory assets

AtlasMembers

Susannah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susannah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.