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 21 - 22 of 22 top financial advisors.
21
Cody Warren, financial advisor Bloomington MN
Cody W. Warren
CRD#: 7414269
1700 W 82nd Street, Suite 110, Bloomington, MN 55431

Cody Warren (CRD# 7414269) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, MN and has 1 year of experience in the finance industry.

22
Kim Wurl, financial advisor Bloomington MN
Kim D. Wurl
CRD#: 7091897
1700 W 82nd Street, Suite 110, Bloomington, MN 55431

Kim Wurl (CRD# 7091897) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, MN and has 1 year of experience in the finance industry.

PREV ... 1 2 3

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals