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James Michael Yaworski

Carlson Capital Management, LLC

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About James Michael Yaworski

James Yaworski is a registered investment advisor representative with Carlson Capital Management, LLC. James is also registered as an Investment Advisor Representative with the state of Minnesota. James previously worked at Ameriprise Financial Services, Inc. in Rochester, MN, and Pinnacle Private Wealth Group in Rochester, MN. James holds the Series 7, Series 63, and SIE securities licenses. James is a Chartered Financial Analyst. Carlson Capital Management, LLC specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

James Yaworski 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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James Yaworski’s Registration & Firm History

MN

06/09/2016 - Present

Carlson Capital Management, LLC (NORTHFIELD MN)

MN

01/26/2015 - 06/24/2016

AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER MN)

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Licenses & Designations

BC

Issued 03/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Michael Yaworski.
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