CARLSON FINANCIAL, INC.
Legal name: 4:8 FINANCIAL
CRD #335831 SEC #801-134078 CANBY, OR 503-266-4848
SEC Registered
Total AUM
$301.3M
Discretionary
$299.2M
Employees
3
Clients
26
Accounts
1,788
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, PAUL, STEVENS | I | PRESIDENT/CCO | E | Control |
| CARLSON, PAUL, STEVENS | I | PRESIDENT/CCO | E | Control |
| CARLSON, PAUL, STEVENS | I | PRESIDENT/CCO | E | Control |
| CARLSON, PAUL, STEVENS | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (1)
OR
Address
266 NORTHWEST 1ST AVECANBY, OR 97013
United States
Phone: 503-266-4848