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David Alan Webb

Carlson Capital Management, LLC

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About David Alan Webb

David Alan Webb is a financial advisor with Carlson Capital Management, LLC. David is registered in Minnesota. David has been in the industry since 1999. David holds the Series 7 and Series 63 licenses and is a Certified Financial Planner and a Chartered Financial Analyst. David's previous employment was with Robert W. Baird & Co. Incorporated. David has experience in providing financial planning, portfolio management for businesses and portfolio management for individuals. David is a specialist in providing financial services to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

David Webb 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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David Webb’s Registration & Firm History

MN

10/05/2023 - Present

Carlson Capital Management, LLC (Bloomington MN)

WI

12/19/2000 - 08/26/2003

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 01/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Alan Webb.
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