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).

Current Firm Details
11 Bridge Square, Northfield, MN 55057
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
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.

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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