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Abra Sue Kramas

Carlson Capital Management, LLC

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About Abra Sue Kramas

Abra Sue Kramas is a financial advisor with Carlson Capital Management, LLC, based in NORTHFIELD, MN. Abra Sue Kramas has been in the financial industry since 2010 and is registered with the state of Minnesota. Abra Sue Kramas holds the Series 63, Series 65, Series 7 and SIE licenses. Abra Sue Kramas is a Certified Financial Planner. Abra Sue Kramas has experience with various financial products and services including financial planning, portfolio management for individuals and businesses.

Firm Information

Abra Kramas is currently registered with Carlson Capital Management, LLC. 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.

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Abra Kramas’s Registration & Firm History

MN

08/26/2021 - Present

Carlson Capital Management, LLC (NORTHFIELD MN)

MN

01/28/2015 - 05/08/2018

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

MN

07/13/2011 - 01/21/2014

ASSOCIATED INVESTMENT SERVICES, INC. (WEST ST. PAUL MN)

WI

02/02/2010 - 09/20/2010

AXA ADVISORS, LLC (WAUSAU WI)

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Licenses & Designations

IA

Issued 09/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abra Sue Kramas.
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