Nicholas
Krakosky

Carlson Capital Management, LLC

CRD#6066292
Investment Advisor
in Rochester, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicholas Krakosky is a financial advisor based in Rochester, Minnesota, working with Carlson Capital Management, LLC. Nicholas has previously held positions at Edward Jones and Carlson Capital Management LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Nicholas is part of Carlson Capital Management, LLC, which operates out of Rochester, 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

30 3Rd St Se, Ste 201
Rochester, MN 55904

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Carlson Capital Management, LLC Brokerage Details

Total Assets Under Management

$3,502,693,641

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

79

MN Average: 157
Total Number of Accounts

8,421

MN Average: 8,262
Average Account Size

$415,947

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

Nicholas Krakosky Work History

2020 - Present (5 years)

Carlson Capital Management LLC

2013 - 2019 (6 years)

Edward Jones

Created with Highcharts 6.0.7

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

James Yaworski
Northfield, MN
Abra Kramas
Northfield, MN
Steven Tecker
Northfield, MN
John Cronin
Minneapolis, MN
Elizabeth England
Minneapolis, MN
Nicholas Krakosky
Rochester, MN
Andrew Owen
Rochester, MN
Matthew Jaeger
Northfield, 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.

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started