Unclaimed
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.
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
08/09/2016 - Present
Carlson Capital Management, LLC (NORTHFIELD MN)
IA
Issued 08/09/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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