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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oakley? Claim Your ProfileOakley Baker is an Investment Advisor Representative at Carlson Capital Management, LLC. Oakley is registered with the state of Minnesota. Oakley has been in the industry since 2017 and has previous experience with Garda Capital Partners, Ameriprise Financial Services LLC, Morgan Stanley, and Saint John's University. Oakley has a Series 65 license. Carlson Capital Management, LLC offers financial planning, 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
02/26/2024 - Present
Carlson Capital Management, LLC (Bloomington MN)
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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