Gregory
Carlson

Carlson Capital Management, LLC

CRD#1054375
Investment Advisor
in Northfield, MN

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About this Advisor

Gregory Carlson is a financial advisor based in Northfield, Minnesota, working with Carlson Capital Management, LLC. Gregory has previously held positions at Carlson Capital Management and Carlson Capital Management, LLC. Gregory has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Gregory is part of Carlson Capital Management, LLC, which operates out of Northfield, 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

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11 Bridge Square
Northfield, MN 55057

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Carlson Capital Management, LLC Brokerage Details

Total Assets Under Management

$3,502,693,641

MN Average: $5,289,111,388
Total Number of Employees

79

MN Average: 157
Total Number of Accounts

8,421

MN Average: 8,262
Average Account Size

$415,947

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Gregory Carlson Work History

2015 - Present (9 years)

Carlson Capital Management, LLC

1987 - Present (37 years)

Carlson Capital Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gregory Carlson 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

James Yaworski
Northfield, MN
John Cronin
Minneapolis, MN
Steven Tecker
Northfield, MN
Abra Kramas
Northfield, MN
Andrew Owen
Rochester, MN
Elizabeth England
Minneapolis, MN
Nicholas Krakosky
Rochester, MN
Kim Wurl
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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