Judd Lohmann, financial advisor Northfield MN
87 score

Judd Lohmann

CRD Number: 1779700
Current Firm: Carlson Capital Management, LLC

Judd Lohmann (CRD# 1779700) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Carlson Capital Management, LLC Northfield, MN Nov 2015 - Current 1
Carlson Capital Management Northfield, MN Apr 2008 - Current 8
Ameriprise Financial Minneapolis, MN Nov 1987 - Apr 2008 20

Judd Lohmann has no recent exams reported.
Contact Info for Judd K. Lohmann
Phone Number: 507-645-8887
Registered State(s):
  • MN
  • TX
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
87
Clean Record
This advisor has a clean track record with regulators.

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