Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judd? Claim Your ProfileJudd Kief Lohmann is an investment advisor representative associated with Carlson Capital Management, LLC. He has been registered with the state of Minnesota since December 17, 2015. Mr. Lohmann is also a registered representative in the state of Texas. He has been active in the industry since April 2008. Judd Lohmann is currently a president at Workphones, Inc. Carlson Capital Management is headquartered in Northfield, Minnesota and specializes in financial planning, and portfolio management for individuals and businesses.
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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MN
12/17/2015 - Present
Carlson Capital Management, LLC (NORTHFIELD MN)
Active
Inactive
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