AdvisorOS Directory
Claim Profile
RC

Ryan Michael Carlson

CONTEGO CAPITAL GROUP, INC.·EDINA, Minnesota
Unclaimed Profile
7400 METRO BLVD, EDINA, MN 55439CRD# 4860984Firm CRD# 128518
01

About

Ryan Michael Carlson is a registered financial advisor based in EDINA, Minnesota, affiliated with CONTEGO CAPITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
CONTEGO CAPITAL GROUP, INC.
CONTEGO CAPITAL GROUP, INC.
AUM
$68M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CONTEGO CAPITAL GROUP, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 4860984
Firm CRD# 128518
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EDINA?

Browse all registered financial advisors in EDINA, Minnesota or claim this profile if it's yours.

Browse EDINA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ryan Michael Carlson offer?
Ryan Michael Carlson specializes in Investment Management, Wealth Management. Contact their office in EDINA, Minnesota for a consultation.
What are Ryan Michael Carlson's credentials?
Ryan Michael Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Michael Carlson located?
Ryan Michael Carlson is based in EDINA, Minnesota, working with CONTEGO CAPITAL GROUP, INC.. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Ryan Michael Carlson charge for services?
Ryan Michael Carlson's firm is compensated through percentage of aum, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONTEGO CAPITAL GROUP, INC.?
CONTEGO CAPITAL GROUP, INC. has approximately 5 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EDINA
Scott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Mathew Paul Arens — FIRST LIGHT ASSET MANAGEMENT, LLCGregory Jerald Mortenson — CAPSTONE ADVISORY GROUP LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile