Nicholas
Krakosky
Carlson Capital Management, LLC
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About this Advisor
Nicholas Krakosky is a certified financial planner working out of Rochester, Minnesota, who has 3 years of industry experience. Krakosky currently works for Carlson Capital Management, LLC. Their career trajectory has included roles at Edward Jones, Tigers Credit Union and Carlson Capital Management LLC. Krakosky has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Minnesota. Carlson Capital Management, LLC is an advisory firm based out of Northfield, MN. The company has offices in 30 locations and a total of 79 people on staff. It handles $3 billion in total assets among its 7,949 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 23 charities and foundations. Of its 7,949 customer accounts, 45% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically are based on which services the firm provides the client. Fees billed by Carlson Capital Management, LLC likely 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
Nicholas Krakosky Work History
Nicholas has been registered as a financial advisor for 3 years.*
Carlson Capital Management LLC
Edward Jones
Tigers Credit Union
*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 Nicholas Krakosky 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
Minneapolis, MN
Northfield, MN
Northfield, MN
Northfield, 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.
