Susannah Orzolek has been Chief Operations Officer of Carlson & Company Financial Services since August 2018, is a control person of the firm and directly owns under 5% of it.
Carlson & Company Financial Services, LLC is a Topeka, KS firm with $632M under management, 1,097 clients and 10 advisers across 5 offices, as of its March 2026 filing.
- Carlson FinancialCurrent– present · 6 yearsGlen Allen, VA · Adviser representative · Firm CRD 295907
Investment adviser representative registrations
Susannah Orzolek is registered as an investment adviser representative in Virginia, since January 2022.
- VirginiaSince 12 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Susannah Amelia Orzolek
- CRD
- 7215448
- Firm
- Carlson & Company Financial Services · CRD 295907
- Role
- Chief Operations Officer
- Office
- 5207 HICKORY PARK DRIVE, SUITE E, Glen Allen, VA 23059
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Susannah Orzolek work?
Susannah Orzolek has been Chief Operations Officer of Carlson & Company Financial Services, LLC since August 2018, and is a control person of the firm.
Is Susannah Orzolek a financial advisor?
Yes. Susannah Orzolek has a current investment-adviser registration in Virginia, through Carlson & Company Financial Services since January 2022.
How many years of experience does Susannah Orzolek have?
Susannah Orzolek has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Susannah Orzolek passed?
Susannah Orzolek passed the Series 65 in August 2020.
Where is Susannah Orzolek based?
Susannah Orzolek’s registered office is in Glen Allen, VA.
Is Susannah Orzolek registered with FINRA?
No. Susannah Orzolek has no current broker registration.
How can I verify Susannah Orzolek’s record?
Search CRD 7215448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Susannah Orzolek’s full registration record.