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Thomas Paul Nowariak

Carlson Capital Management, LLC

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About Thomas Paul Nowariak

Thomas Nowariak is an Investment Advisor Representative with Carlson Capital Management, LLC. Thomas has been in the industry since 2015 and is registered with the state of Minnesota. Thomas specializes in portfolio management for individuals and businesses. Carlson Capital Management, LLC is a financial advisory firm with offices in Northfield and Bloomington, Minnesota.

Firm Information

Thomas Nowariak 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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Thomas Nowariak’s Registration & Firm History

MN

08/09/2016 - Present

Carlson Capital Management, LLC (NORTHFIELD MN)

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Licenses & Designations

IA

Issued 08/09/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Paul Nowariak.
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