Gregory
Carlson
Carlson Capital Management, LLC
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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
Services Offered
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
Gregory Carlson Work History
Carlson Capital Management, LLC
Carlson Capital Management
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
Northfield, MN
Minneapolis, MN
Northfield, MN
Northfield, MN
Hastings, MN
Minneapolis, MN
Minneapolis, MN
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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