Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camila? Claim Your ProfileCamila Kundele Peterson is a Registered Investment Advisor Representative at Carlson Capital Management, LLC. Camila has been in the industry since 2006 and has been with Carlson Capital Management, LLC since August 2018. Camila holds Series 6 and Series 63 licenses. Carlson Capital Management, LLC is a financial advisory firm that has been in business since 1985. The firm's office is located in Northfield, Minnesota. Camila specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Carlson Capital Management, LLC serves a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $3.5 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
08/21/2018 - Present
Carlson Capital Management, LLC (Bloomington MN)
MN
06/30/2010 - 07/20/2018
VALMARK SECURITIES, INC. (BLOOMINGTON MN)
MN
02/01/2006 - 06/30/2010
PRINCOR FINANCIAL SERVICES CORPORATION (MINNEAPOLIS MN)
BC
Issued 02/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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