Carlson Capital Management, LLC

Carlson Capital Management, LLC (CRD# 281544) is a financial advisory firm headquartered in Northfield, MN. They manage $1,359,176,350 in 5,248 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,359
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, IL, KY, LA, MA, MN, MT, NE, NH, NY, SD, TX, WA, WI

Financial Advisors at Carlson Capital Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Anthony D. Bolstorff
CRD#: 5320846
118 4th Street East, Hastings, MN 55033
96
Wealthminder
score

Anthony Bolstorff (CRD# 5320846) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Hastings, MN and has over 9 years of experience in the finance industry. Anthony Bolstorff 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.

2
Jeffrey R. Carlson
CRD#: 1232717
118 4th Street East, Hastings, MN 55033
96
Wealthminder
score

Jeffrey Carlson (CRD# 1232717) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Hastings, MN and has over 32 years of experience in the finance industry. Jeffrey Carlson 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.

3
Andrew A. Hauskins
CRD#: 4123755
11 Bridge Square, Northfield, MN 55057
96
Wealthminder
score

Andrew Hauskins (CRD# 4123755) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 16 years of experience in the finance industry. Andrew Hauskins 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.

4
Paul W. Swanson
CRD#: 6293214
11 Bridge Square, Northfield, MN 55057
96
Wealthminder
score

Paul Swanson (CRD# 6293214) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 15 years of experience in the finance industry. Paul Swanson 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.

5
Kathryn S. Vermeer
CRD#: 1214933
1700 W 82nd Street, Suite 110, Bloomington, MN 55431
96
Wealthminder
score

Kathryn Vermeer (CRD# 1214933) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, MN and has over 32 years of experience in the finance industry. Kathryn Vermeer 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.

6
Bryan J. Webster
CRD#: 1359647
118 4th Street East, Hastings, MN 55033
96
Wealthminder
score

Bryan Webster (CRD# 1359647) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Hastings, MN and has over 31 years of experience in the finance industry. Bryan Webster 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.

7
Gregory A. Carlson
CRD#: 1054375
11 Bridge Square, Northfield, MN 55057
93
Wealthminder
score

Gregory Carlson (CRD# 1054375) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 34 years of experience in the finance industry. Gregory Carlson 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.

8
Kevin P. Koski
CRD#: 3133046
118 4th Street East, Hastings, MN 55033
93
Wealthminder
score

Kevin Koski (CRD# 3133046) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Hastings, MN and has over 18 years of experience in the finance industry.

9
Matthew J. Morehead
CRD#: 4568464
11 Bridge Square, Northfield, MN 55057
93
Wealthminder
score

Matthew Morehead (CRD# 4568464) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 15 years of experience in the finance industry.

10
James M. Yaworski
CRD#: 6433127
11 Bridge Square, Northfield, MN 55057
91
Wealthminder
score

James Yaworski (CRD# 6433127) 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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