Carlson Capital Management, LLC
Carlson Capital Management, LLC (CRD# 281544) is a financial advisory firm headquartered in Northfield, MN. They manage $2,993,363,308 in 7,949 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management2,993MILLION
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Total Number of Accounts7,949ACCOUNTS
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Average Account Value$376,571
- 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
Camila Peterson (CRD# 5077218) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, MN and has over 18 years of experience in the finance industry.
David Sayers (CRD# 5352026) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Hastings, MN and has over 16 years of experience in the finance industry.
Justin Stets (CRD# 4021666) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has 1 year of experience in the finance industry.
James Yaworski (CRD# 6433127) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 9 years of experience in the finance industry.
Oakley Baker (CRD# 7395555) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, MN and has 1 year of experience in the finance industry.
Benjamin Carlson (CRD# 7303717) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, MN and has 1 year of experience in the finance industry.
Abra Kramas (CRD# 5713036) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 13 years of experience in the finance industry.
Benjamin Lane (CRD# 7165701) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 4 years of experience in the finance industry.
Joshua Lester (CRD# 7687946) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has 1 year of experience in the finance industry.
Selene Serkland (CRD# 7211197) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, MN and has 1 year of experience in the finance industry.