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).

By the Numbers
  • Total Assets Under Management
    2,993
    MILLION
  • Total Number of Accounts
    7,949
    ACCOUNTS
  • Average Account Value
    $376,571
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 11 - 20 of 22 top financial advisors.
11
Camila K. Peterson
CRD#: 5077218
1700 W 82nd Street, Suite 110, Bloomington, MN 55431

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.

12
David M. Sayers
CRD#: 5352026
118 4th Street East, Hastings, MN 55033

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.

13
Justin D. Stets
CRD#: 4021666
11 Bridge Square, Northfield, MN 55057

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.

14
James M. Yaworski
CRD#: 6433127
11 Bridge Square, Northfield, MN 55057

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.

15
Oakley Baker
CRD#: 7395555
1700 West 82nd Street, Suite 150, Bloomington, MN 55431

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.

16
Benjamin R. Carlson
CRD#: 7303717
1700 W 82nd St, Ste 110, Bloomington, MN 55431

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.

17
Abra S. Kramas
CRD#: 5713036
11 Bridge Square, Northfield, MN 55057

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.

18
Benjamin W. Lane
CRD#: 7165701
11 Bridge Square, Northfield, MN 55057

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.

19
Joshua R. Lester
CRD#: 7687946
11 Bridge Square, Northfield, MN 55057

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.

20
Selene K. Serkland
CRD#: 7211197
1700 West 82nd St, Suite 150, Bloomington, MN 55431

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.

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