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CARLSON CAPITAL MANAGEMENT, LLC
CARLSON CAPITAL MANAGEMENT, LLC
NORTHFIELD, Minnesota
·
1 registered advisor
·
CRD# 281544
SEC# 801-106832
30
507-645-8887
01
Firm Overview
AUM
$3.5B
Regulatory assets under management
Employees
79
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CARLSON CAPITAL MANAGEMENT, LLC
1 registered advisor
Thomas Clarence Pesek
NORTHFIELD, Minnesota
CRD# 7052917
05
Office Locations
NORTHFIELD, Minnesota
1 advisor
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Data sourced from SEC Form ADV filings. CARLSON CAPITAL MANAGEMENT, LLC (CRD# 281544) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.