David
Sayers
Carlson Capital Management, LLC
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About this Advisor
David Sayers is a financial advisor based in Hastings, Minnesota, working with Carlson Capital Management, LLC. David has previously held positions at Cliftonlarsonallen Wealth Advisors, Bgm Trunorth Wealth Partners, Trunorth Wealth Partners, and Carlson Capital Management LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, David is part of Carlson Capital Management, LLC, which operates out of Hastings, Minnesota. The firm has 30 offices and 79 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Carlson Capital Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Carlson Capital Management, LLC Brokerage Details
$3,502,693,641
79
8,421
$415,947
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Sayers Work History
Carlson Capital Management LLC
Trunorth Wealth Partners
Bgm Trunorth Wealth Partners
Cliftonlarsonallen Wealth Advisors
Disclosures
Please visit the SEC profile of David Sayers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carlson Capital Management, LLC
Northfield, MN
Minneapolis, MN
Northfield, MN
Northfield, MN
Hastings, MN
Minneapolis, MN
Rochester, MN
Minneapolis, MN
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