About Us

Carlson Investments is a collection of seasoned, independent wealth and relationship builders dedicated to creating peace of mind through financial security.

34 years

experience

$697 million

assets under management as of September 30, 2024

52% Woman-Owned
29% Veteran-Owned

Track Record

A track record of accomplishment

1989

D.L. Carlson Investment Group, Inc. founded in New Hampshire.

1990

Doug Robbins assumes fixed income portfolio manager role.

2001

Jay Mullins joins D.L. Carlson as a portfolio manager.

2004

Jay Mullins assumes position as Chief Compliance Officer/Director.

2012

  • Firm’s AUM exceeds $500 million.
  • New CRM program implemented.
  • Sandy Habermann joins as co-portfolio manager.

2015

Jennifer Johnsrud joins as co-portfolio manager.

2016

Kyle Fellers joins D.L. Carlson as a relationship & portfolio manager.

2017

  • Jay Mullins appointed President & CIO.
  • D.L. Carlson moves into new office space at 2 Capital Plaza.

2018

Firm becomes GIPS® compliant and verified.

2020

  • Daniel Bednarczyk joins D.L. Carlson as a fixed-income portfolio manager.
  • Kristina Regan joins D.L. Carlson as a relationship & portfolio manager.

2021

  • Doug Robbins retires.
  • Dave Carlson retires after a successful next-generation transfer.
  • AUM exceeds $750 million.

2022

Operational team restructuring. Through hiring, the firm increases operational support by 50% with average financial experience exceeding 20 years.

2023

  • New portfolio management and trading software added.
  • New logo and brand redevelopment, firm adopted DBA Carlson Investments.
  • Greg Partyka joins Carlson as an Analyst.
  • Linda Stickney retires.

The Carlson Investment Team

Let’s talk.

Finding a better way doesn’t start with you learning about investment strategy. It starts with us learning about you.

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