BBB Business Review

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BBB Accredited Business since 09/27/2012

Carlson & Company Financial Services, LLC

(785) 408-5444View Additional Phone Numbers1414 SW Ashworth Pl # 107, TopekaKS 66604-3742

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BBB Accreditation

A BBB Accredited Business since 09/27/2012

BBB has determined that Carlson & Company Financial Services, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that affect the rating for Carlson & Company Financial Services, LLC include:

  • Length of time business has been operating.
  • No complaints filed with BBB.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Carlson & Company Financial Services, LLC

Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 09/05/2012Business started: 08/30/2006
Licensing, Bonding or Registration

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

US Securities and Exchange Commission (SEC)
100 F St NE
Washington, DC 20549-2000
(202) 942-8088
http://www.sec.gov

BBB records show a license number of 801-63282 for this company, issued by US Securities and Exchange Commission (SEC). Their web address is http://www.sec.gov.

Type of Entity

Limited Liability Corporation

Business Management
Principal: Mr. Carl R. Carlson (Owner)Mrs. Kaylyn Carlson (Owner)
Business Category

Financial Planning Consultants, Estate Planning & Management, Retirement Planning Service, Insurance - Life, Insurance - Health

Products & Services

This company offers financial services including financial planning, estate planning and management, retirement planning and insurance products for life and health.

Industry Tips
Insurance Coverage

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.