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).

Current Firm Details
11 Bridge Square, Northfield, MN 55057
https://www.facebook.com/pg/carlsoncap/community
By the Numbers
  • Total Assets Under Management
    3,503
    MILLION
  • Total Number of Accounts
    8,421
    ACCOUNTS
  • Average Account Value
    $415,947
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IA, IL, KY, MA, MN, MT, NC, NE, NH, NY, OH, OR, SC, SD, TX, WA, WI

Financial Advisors at Carlson Capital Management, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Gregory Carlson, financial advisor Northfield MN
Gregory A. Carlson
CRD#: 1054375
11 Bridge Square, Northfield, MN 55057

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.

2
Jeffrey Carlson, financial advisor Hastings MN
Jeffrey R. Carlson
CRD#: 1232717
118 4th Street East, Hastings, MN 55033

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.

3
Callie Geist, financial advisor Northfield MN
Callie R. Geist
CRD#: 6293240
11 Bridge Square, Northfield, MN 55057

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.

4
Andrew Hauskins, financial advisor Northfield MN
Andrew A. Hauskins
CRD#: 4123755
11 Bridge Square, Northfield, MN 55057

Andrew Hauskins (CRD# 4123755) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 23 years of experience in the finance industry.

5
Adam Hoffmann, financial advisor Northfield MN
Adam P. Hoffmann
CRD#: 6293141
11 Bridge Square, Northfield, MN 55057

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.

6
Jason Kley, financial advisor Bloomington MN
Jason B. Kley
CRD#: 5200871
1700 W 82nd Street, Suite 110, Bloomington, MN 55431

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.

7
Kevin Koski, financial advisor Northfield MN
Kevin P. Koski
CRD#: 3133046
11 Bridge Square, Northfield, MN 55057

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.

8
Nicholas Krakosky, financial advisor Rochester MN
Nicholas Krakosky
CRD#: 6066292
30 3rd St Se, Ste 201, Rochester, MN 55904

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.

9
Judd Lohmann, financial advisor Northfield MN
Judd K. Lohmann
CRD#: 1779700
11 Bridge Square, Northfield, MN 55057

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.

10
Thomas Nowariak, financial advisor Northfield MN
Thomas P. Nowariak
CRD#: 6671037
11 Bridge Square, Northfield, MN 55057

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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