James
Yaworski
Carlson Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
James Yaworski is a chartered financial analyst based in Northfield, Minnesota with a total of 7 years of relevant experience. Yaworski is an advisor for Carlson Capital Management, LLC. Their career trajectory has included roles at Ameriprise Financial Services Inc, Hilco Global, Carlson Capital Management, LLC and Pinnacle Private Wealth Group. Yaworski has a Series 63 license, which qualifies them as a securities agent, and can work in Minnesota. Carlson Capital Management, LLC is an advisory firm that has its headquarters in Northfield, MN. The company has offices in 30 locations and a total of 79 financial advisors. It oversees $3 billion in assets under management among its 7,949 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 23 charities and foundations. Of its 7,949 accounts, 45% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Carlson Capital Management, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually depend on which services are offered. Fee types charged by Carlson Capital Management, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Carlson Capital Management, LLC Brokerage Details
$2,993,363,308
79
7,949
$376,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Yaworski Work History
James has been registered as a financial advisor for 7 years.*
Carlson Capital Management, LLC
Ameriprise Financial Services Inc
Ameriprise Financial Services Inc
Pinnacle Private Wealth Group
Hilco Global
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Yaworski 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
Minneapolis, MN
Northfield, MN
Northfield, MN
Minneapolis, MN
Northfield, MN
Minneapolis, MN
Rochester, MN
Northfield, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
