Bryan Webster, financial advisor Hastings MN
96 score

Bryan Webster

CRD Number: 1359647
Current Firm: Carlson Capital Management, LLC

Bryan Webster (CRD# 1359647) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Hastings, MN and has over 32 years of experience in the finance industry. Bryan Webster 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 1
Carlson Capital Management Northfield, MN Jul 2013 - Current 4
Self Employed Woodbury, MN Sep 2012 - Jul 2013 < 1
Unitedhealth Group Minnetonka, MN Sep 2009 - Aug 2012 2
Wipfli Hewins Investment Advisors, LLC Edina, MN Jun 2007 - Jun 2009 2
Self Employed Woodbury, MN Feb 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
Contact Info for Bryan J. Webster
Phone Number: 507-645-8887
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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