AdvisorOS Directory
Claim Profile
Unclaimed Profile
TP

Thomas Clarence Pesek

CARLSON CAPITAL MANAGEMENT, LLC·NORTHFIELD, Minnesota
Clean recordCARLSON CAPITAL MANAGEMENT, LLC
11 BRIDGE SQUARE, NORTHFIELD, MN 55057CRD# 7052917Firm CRD# 281544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Clarence Pesek · NORTHFIELD, MN
Registration
CRD #7052917 · CARLSON CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Clarence Pesek is a registered financial advisor based in NORTHFIELD, Minnesota, affiliated with CARLSON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CARLSON CAPITAL MANAGEMENT, LLC
CARLSON CAPITAL MANAGEMENT, LLC
AUM
$3.5B
Regulatory assets under management
Employees
79
Total firm employees
View all advisors at CARLSON CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7052917
Firm CRD# 281544
View on FINRA BrokerCheck →

Looking for a financial advisor in NORTHFIELD?

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

Browse NORTHFIELD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Thomas Clarence Pesek offer?
Thomas Clarence Pesek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHFIELD, Minnesota for a consultation.
What are Thomas Clarence Pesek's credentials?
Thomas Clarence Pesek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Clarence Pesek located?
Thomas Clarence Pesek is based in NORTHFIELD, Minnesota, working with CARLSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Thomas Clarence Pesek charge for services?
Thomas Clarence Pesek's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARLSON CAPITAL MANAGEMENT, LLC?
CARLSON CAPITAL MANAGEMENT, LLC has approximately 79 employees and manages $3.5B 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 →

More Advisors in NORTHFIELD, Minnesota

Jeffrey Robert Carlson
CCM INVESTMENT GROUP, LLC·NORTHFIELD, MN
Gregory Alan Carlson
CCM INVESTMENT GROUP, LLC·NORTHFIELD, MN
Justin Daniel Stets
CCM INVESTMENT GROUP, LLC·NORTHFIELD, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile