Jeffrey
Carlson
Carlson Capital Management, LLC
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About this Advisor
Jeffrey Carlson is a certified financial planner operating in Hastings, Minnesota with a total of 8 years of relevant experience. Carlson is an employee of Carlson Capital Management, LLC. During their career, Carlson has held roles at Carlson Capital Management and Carlson Capital Management, LLC. Carlson holds a Series 63 license, qualifying them as a securities broker, and can operate in Minnesota. Carlson Capital Management, LLC is a registered investment company headquartered in Northfield, MN. The company has offices in 30 locations and a total of 79 people on staff. It oversees $3 billion in assets between its 7,949 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 23 charities and foundations. Of its 7,949 client accounts, 45% belong to high-net-worth investors who have greater than $1 million in assets. Carlson Capital Management, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically are based on the type of financial services. However, fee types billed by Carlson Capital Management, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Jeffrey Carlson Work History
Jeffrey has been registered as a financial advisor for 8 years.*
Carlson Capital Management, LLC
Carlson Capital Management
*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 Jeffrey 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
Minneapolis, MN
Northfield, MN
Northfield, MN
Northfield, MN
Minneapolis, MN
Rochester, MN
Minneapolis, 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.
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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.
