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Gregory Alan Carlson

CCM INVESTMENT GROUP, LLC·NORTHFIELD, Minnesota
Unclaimed Profile
11 BRIDGE SQUARE, NORTHFIELD, MN 55057CRD# 1054375Firm CRD# 327915
01

About

Gregory Alan Carlson is a registered financial advisor based in NORTHFIELD, Minnesota, affiliated with CCM INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
CCM INVESTMENT GROUP, LLC
CCM INVESTMENT GROUP, LLC
AUM
$869M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CCM INVESTMENT GROUP, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1054375
Firm CRD# 327915
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Alan Carlson offer?
Gregory Alan Carlson specializes in Investment Management, Fee-Only Advisory. Contact their office in NORTHFIELD, Minnesota for a consultation.
What are Gregory Alan Carlson's credentials?
Gregory Alan Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Alan Carlson located?
Gregory Alan Carlson is based in NORTHFIELD, Minnesota, working with CCM INVESTMENT GROUP, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Gregory Alan Carlson charge for services?
Gregory Alan Carlson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CCM INVESTMENT GROUP, LLC?
CCM INVESTMENT GROUP, LLC has approximately 3 employees and manages $869M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTHFIELD
Justin Daniel Stets — CCM INVESTMENT GROUP, LLCJeffrey Robert Carlson — CCM INVESTMENT GROUP, LLCThomas Clarence Pesek — CARLSON CAPITAL MANAGEMENT, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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