Carlson Capital Management LLC
Legal Name: CARLSON CAPITAL MANAGEMENT, LLC
Full Contact Details
Carlson Capital Management LLC
11 BRIDGE SQUARE, NORTHFIELD, MN
507-645-8887
507-645-6408
Other Info
Carlson Capital Management LLC, a Minnesota-based company, is registered with the U.S. Securities and Exchange Commission as an approved investment advisory firm since October 2015. The firm, which employs 46 people, provides services to 5 clients, with 15 employees serving in advisory roles.
Carlson Capital Management – Integrated Wealth Advisors
Carlson Capital Management is an integrated wealth management firm and fiduciary advisor offering customized planning as well as 401(k) plans.
Direct Owners
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CARLSON CAPITAL MANAGEMENT
MEMBER owns 75% or more
-
GREGORY ALAN CARLSON
FOUNDER & CEO owns less than 5%
-
JEFFREY ROBERT CARLSON
FOUNDER & SECRETARY/TREASURER owns less than 5%
-
JUSTIN DANIEL STETS
CHIEF COMPLIANCE OFFICER/PRESIDENT owns less than 5%
Indirect Owners
-
GREGORY ALAN CARLSON
FOUNDER & CEO owns more than 25% but less than 50%
-
JEFFREY ROBERT CARLSON
FOUNDER & SECRETARY/TREASURER owns more than 25% but less than 50%
Firms Located Nearby
News
Top Holdings
- VANGUARD INDEX FDS TOTAL STK MKT $105,543k
- VANGUARD INDEX FDS $71,831k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $30,512k
- VANGUARD INDEX FDS VALUE ETF $22,384k
- VANGUARD INDEX FDS SM CP VAL ETF $18,269k
- VANGUARD INDEX FDS SMALL CP ET $17,248k
- 3M CO $16,335k
- VANGUARD BD INDEX FD INC $14,887k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $12,571k
- WISDOMTREE TR $12,214k