Anthony Bolstorff, financial advisor Hastings MN
96 score

Anthony Bolstorff

CRD Number: 5320846
Current Firm: Carlson Capital Management, LLC

Anthony Bolstorff (CRD# 5320846) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Hastings, MN and has over 10 years of experience in the finance industry. Anthony Bolstorff 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.

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Professional Designations
Company Name Location Dates Years
Carlson Capital Management, LLC Northfield, MN Nov 2015 - Current 2
Carlson Capital Management Northfield, MN Mar 2008 - Current 9
New York Life Insurance Comp. Scottsdale, AZ Jun 2007 - Mar 2008 < 1
Nylife Securities, LLC Scottsdale, AZ Jun 2007 - Mar 2008 < 1
Horizon Honors High School Pheonix, AZ Jul 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
Contact Info for Anthony D. Bolstorff
Phone Number: 507-645-8887
Registered State(s):
  • LA
  • TX
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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