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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Carlson is a financial professional based in Hastings, Minnesota, and is associated with Carlson Capital Management, LLC. Jeffrey has been in the industry since 1984 and holds a Series 7, Series 6, and Series 22 license. Jeffrey is also a Certified Financial Planner. Jeffrey is registered to provide investment advice in Minnesota. Jeffrey has experience working with clients of various types including corporations, high-net-worth individuals, charitable organizations, and pension and profit sharing plans.
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
12/15/2015 - Present
Carlson Capital Management, LLC (Hastings MN)
MN
12/15/2006 - 02/07/2007
M HOLDINGS SECURITIES, INC. (NORTHFIELD MN)
GA
09/16/1987 - 01/04/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
01/23/1984 - 02/04/1988
IDS LIFE INSURANCE COMPANY
NA
01/23/1984 - 02/02/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
01/23/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 01/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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