Thomas Nowariak (CRD# 6671037) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 7 years of experience in the finance industry.
CRD# 2773901
Edward Jones
CRD# 6190212
Focus Financial
CRD# 2271838
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carlson Capital Management LLC | Bloomington, MN | Jun 2016 - Current | 7 |
| University Of Minnesota Duluth | Duluth, MN | Jul 2012 - May 2016 | 3 |
| Duluth Hockey Company | Duluth, MN | Oct 2014 - Oct 2015 | 1 |
| Jnba Financial Advisors | Minneapolis, MN | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- MN
-
Total Assets Under Management3,503MILLIONS
-
Total Number of Accounts8,421ACCOUNTS
-
Average Account Value$415,947
- 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, GA, IA, IL, KY, MA, MN, MT, NC, NE, NH, NY, OH, OR, SC, SD, TX, WA, WI
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