Be advised. This firm is no longer registered.

Carlson Capital Management

Carlson Capital Management (CRD# 111414) is a financial advisory firm headquartered in Northfield, MN. They manage $1,225,725,392 in 4,628 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,226
    MILLION
  • Total Number of Accounts
    4,628
    ACCOUNTS
  • Average Account Value
    $264,850
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, IL, LA, MA, MN, MT, NE, NH, NY, TX, UT, WA, WI

Financial Advisors at Carlson Capital Management
No Advisor Found.
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