Kathy
Carlson

Nicollet Investment Management, Inc

CRD#2599989
Investment Advisor
in Minneapolis, MN

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About this Advisor

Kathy Carlson is a financial advisor based in Minneapolis, Minnesota, working with Nicollet Investment Management, Inc. Kathy has previously held a position at Nicollet Investment Management Inc and is registered to provide services in Minnesota. Currently, Kathy is part of Nicollet Investment Management, Inc, which operates out of Minneapolis, Minnesota. The firm has 8 employees and manages assets totaling $463.5 million. The firm 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Nicollet Investment Management, Inc includes asset-based, hourly, and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

800 Washington Avenue North Suite 150
Minneapolis, MN 55401

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Nicollet Investment Management, Inc Brokerage Details

Total Assets Under Management

$463,526,512

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

8

MN Average: 157
Total Number of Accounts

815

MN Average: 8,262
Average Account Size

$568,744

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
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kathy Carlson Work History

2002 - Present (22 years)

Nicollet Investment Management Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kathy 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 Nicollet Investment Management, Inc

Nathan Travis
Minneapolis, MN
Susan Becker
Minneapolis, MN
Marc Hadley
Minneapolis, MN
Timothy Fahey
Minneapolis, MN
Nicholas Heyer
Minneapolis, MN
Kathy Carlson
Minneapolis, MN
Mark Hoonsbeen
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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