Carlson Capital Management, LLC
Carlson Capital Management, LLC (CRD# 281544) is a financial advisory firm headquartered in Northfield, MN. They manage $3,502,693,641 in 8,421 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management3,503MILLION
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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
Gregory Carlson (CRD# 1054375) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 41 years of experience in the finance industry.
Jeffrey Carlson (CRD# 1232717) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Hastings, MN and has over 40 years of experience in the finance industry.
Callie Geist (CRD# 6293240) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has 1 year of experience in the finance industry.
Andrew Hauskins (CRD# 4123755) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 24 years of experience in the finance industry.
Adam Hoffmann (CRD# 6293141) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has 1 year of experience in the finance industry.
Jason Kley (CRD# 5200871) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, MN and has 1 year of experience in the finance industry.
Kevin Koski (CRD# 3133046) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 25 years of experience in the finance industry.
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.
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.
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.