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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Diemer Wurl is a financial advisor with Carlson Capital Management, LLC. Kim is based in Bloomington, MN and has been in the industry since June 2018. Kim has a Certified Financial Planner designation. Kim's current employment with Carlson Capital Management, LLC began in June 2018 and their registration with the state of Minnesota is currently active. Kim focuses on providing 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
10/08/2020 - Present
Carlson Capital Management, LLC (Bloomington MN)
Active
Inactive
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