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Gregory Alan Carlson

Carlson Capital Management, LLC

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About Gregory Alan Carlson

Gregory Carlson is a financial professional with over 30 years of experience in the financial services industry. Gregory is currently registered as an Investment Advisor Representative with Carlson Capital Management, LLC, a firm that provides investment advisory services to individuals, families, and businesses. Gregory is also a Certified Financial Planner™. Gregory has a strong track record of providing comprehensive financial planning and investment management services to his clients. He is committed to helping clients achieve their financial goals through a personalized approach.

Firm Information

Gregory Carlson 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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Gregory Carlson’s Registration & Firm History

MN

12/17/2015 - Present

Carlson Capital Management, LLC (NORTHFIELD MN)

GA

06/12/1986 - 01/04/2005

FSC SECURITIES CORPORATION (ATLANTA GA)

NA

07/19/1982 - 06/28/1986

IDS MARKETING CORPORATION

NA

07/19/1982 - 06/27/1986

IDS FINANCIAL SERVICES INC.

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Licenses & Designations

BC

Issued 07/19/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/1989

Series 24 - General Securities Principal Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

BC

Issued 08/04/1982

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/16/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Alan Carlson.
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