Kevin Koski, financial advisor Northfield MN

Kevin Koski

CRD Number: 3133046
Current Firm: Carlson Capital Management, LLC

Kevin Koski (CRD# 3133046) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 25 years of experience in the finance industry.

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Wealth Enhancement Advisory Services, LLC
Company Name Location Dates Years
Carlson Capital Management, LLC Northfield, MN Nov 2015 - Current 8
Carlson Capital Management Northfield, MN Jan 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Kevin P. Koski
Phone Number: 507-645-8887
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    2,993
    MILLIONS
  • Total Number of Accounts
    7,949
    ACCOUNTS
  • Average Account Value
    $376,571
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, CO, CT, FL, GA, IA, IL, KY, MA, MN, MT, NC, NE, NH, NY, OH, OR, SC, SD, TX, WA, WI

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