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Carlson Capital Management, LLC

Headquartered in NORTHFIELD, MN

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Firm Information

Carlson Capital Management, LLC is an investment advisor registered with the SEC. It provides financial planning, portfolio management for individuals and businesses, and other advisory services. The firm has approximately $3.5 billion in assets under management and serves a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Carlson Capital Management is headquartered in Northfield, MN.

Carlson Capital Management, LLC

11 BRIDGE SQUARE

NORTHFIELD, MN 55057

$3.50B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

CARLSON CAPITAL MANAGEMENT, LLC has a total of 5 branch locations across the country.
location

Bloomington, MN

location

Hastings, MN

location

Rochester, MN

location

NORTHFIELD, MN

location

Sioux Falls, SD

Advisors at Carlson Capital Management, LLC

View All 30 Advisors
Unclaimed
Jeffrey Robert Carlson

CFP®, RA

Hastings, MN

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Jason Brandt Kley

CFP®, RA

Bloomington, MN

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Elizabeth Lee England

CFP®, RA

Bloomington, MN

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Benjamin Robert Carlson

CFP®, RA

Bloomington, MN

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Lucas Jon Peterson

RA

NORTHFIELD, MN

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John Michael Cronin

CFP®, RA

Bloomington, MN

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Nicholas Krakosky

CFP®, RA

Rochester, MN

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Unclaimed
David Alan Webb

CFP®, CFA®, RA

Bloomington, MN

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Disclosures

There are no public disclosures for Carlson Capital Management, LLC.

Frequently Asked Questions (6)

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