Kevin KoskiCRD Number: 3133046
Current Firm: Carlson Capital Management, LLC
Kevin Koski (CRD# 3133046) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Hastings, MN and has over 19 years of experience in the finance industry.
Allodium Investment Consultants, LLC
Epiq Partners, LLC
Capstone Advisory Group LLC
|Carlson Capital Management, LLC||Northfield, MN||Nov 2015 - Current||2|
|Carlson Capital Management||Northfield, MN||Jan 2009 - Current||9|
|Workman Securities Corporation||Eden Prairie, MN||May 2002 - Dec 2008||6|
|Lawrence Cumpston & Associates Pllp||St. Paul, MN||Sep 1993 - Dec 2008||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
Total Assets Under Management1,596MILLIONS
Total Number of Accounts5,755ACCOUNTS
Average Account Value$277,301
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, IA, IL, KY, LA, MA, MN, MT, ND, NE, NH, NY, OR, SD, TX, WA, WI
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