Nicholas Krakosky (CRD# 6066292) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Rochester, MN and has over 10 years of experience in the finance industry. Nicholas Krakosky 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.
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carlson Capital Management LLC | Rochester, MN | Jan 2020 - Current | 4 |
| Edward Jones | St. Louis, MO | Jun 2013 - Dec 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- MN
-
Total Assets Under Management3,503MILLIONS
-
Total Number of Accounts8,421ACCOUNTS
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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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