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).
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Total Assets Under Management3,503MILLION
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Total Number of Accounts8,421ACCOUNTS
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Average Account Value$415,947
- 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
Joshua Lester (CRD# 7687946) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, 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.
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.
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.