Kathryn Vermeer, financial advisor Bloomington MN
96 score

Kathryn Vermeer

CRD Number: 1214933
Current Firm: Carlson Capital Management, LLC

Kathryn Vermeer (CRD# 1214933) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, MN and has over 32 years of experience in the finance industry. Kathryn Vermeer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Timothy Brown, financial advisor Bloomington MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Score
103
Similar Advisors
Phillip Christenson, financial advisor Bloomington MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Score
103
Similar Advisors
Eric Hutchens, financial advisor Bloomington MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Carlson Capital Management, LLC Bloomington, MN Nov 2015 - Current 1
Carlson Capital Management Bloomington, MN Sep 2015 - Current 1
Punch & Associates Investment Management, Inc. Edina, MN Mar 2006 - Jun 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
S65 NASAA Investment Advisors Law Examination Oct 1994
Contact Info for Kathryn S. Vermeer
Phone Number: 507-645-8887
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,359
    MILLIONS
  • Total Number of Accounts
    5,248
    ACCOUNTS
  • Average Account Value
    $258,989
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, FL, IA, IL, KY, LA, MA, MN, MT, NE, NH, NY, SD, TX, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.