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Kevin Paul Koski

Carlson Capital Management, LLC

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About Kevin Paul Koski

Kevin Koski is an Investment Advisor Representative with Carlson Capital Management, LLC in Northfield, Minnesota. Kevin has been in the industry since 1998 and has experience at Workman Securities Corporation and H.D. Vest Investment Services. Kevin is registered with the state of Minnesota and holds the Series 6 and Series 63 licenses. Kevin specializes in working with clients on financial planning, and portfolio management for individuals and businesses.

Firm Information

Kevin Koski 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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Kevin Koski’s Registration & Firm History

MN

12/15/2015 - Present

Carlson Capital Management, LLC (NORTHFIELD MN)

MN

05/23/2002 - 04/27/2009

WORKMAN SECURITIES CORPORATION (SAINT PAUL MN)

TX

11/13/1998 - 06/10/2002

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

BC

Issued 10/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Paul Koski.
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