Marissa Kay Waldron
Investment adviser representative at Carlson Financial
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$632.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- Carlson FinancialMar 2025 to now
- Carlson Financial (dba of Carlson & Company Financial Services)Dec 2017 to now
- Global Financial Private Capital, LLCJan 2018 to Nov 2018
- UnemployedSep 2017 to Dec 2017
- Fisher InvestmentsFeb 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Carlson Financial
Legal name: Carlson & Company Financial Services, LLC
$632.2MAssets managed
1,097Clients
14Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5810068
- Firm CRD
- 295907