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Andrew Kenneth Owen

Carlson Capital Management, LLC

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About Andrew Kenneth Owen

Andrew Owen is a financial advisor in Rochester, Minnesota, with over 10 years of experience. He has a Series 65 license and is registered with the state of Minnesota. Andrew has a Certified Financial Planner designation. He currently works for Carlson Capital Management, LLC, and specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Andrew has previously held roles with LSB Capital Management, LLC, Lincoln Savings Bank, Miles Capital, and Red Lobster, among other companies.

Firm Information

Andrew Owen 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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Andrew Owen’s Registration & Firm History

MN

11/27/2023 - Present

Carlson Capital Management, LLC (Rochester MN)

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Licenses & Designations

IA

Issued 03/10/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Kenneth Owen.
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