Gregory Alan Carlson

Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1987 → Present
  Carlson Capital Management
  Northfield, MN
• 11/2015 → Present
  Carlson Capital Management, Llc
  Northfield, MN

Previous Registrations

• 2015-12-17 → 2025-05-15
  Carlson Capital Management, Llc
  Northfield, MN
• 2014-01-29 → 2015-12-31
  Carlson Capital Management
  Northfield, MN

Other Businesses

CARLSON CAPITAL PARTNERS (PARTNER) IS A REAL ESTATE CONCERN THAT OWNS AND LEASES REAL ESTATE. CARLSON CAPITAL MANAGEMENT, INC. (PARTNER) IS AN RIA FIRM REGISTERED WITH THE SEC. VIAFORTE, INC. (OWNER) IS A CONCERN THAT PROVIDES INSURANCE SOLUTIONS TO INDIVIDUALS AND BUSINESS ENTITIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-07-19