A complete list of active advisors currently associated with Carlson Investments

Warmer can help you find a great advisor at Carlson Investments or one who fits your needs even better.

D.L. Carlson Investment Group is an employee‑owned, fee‑only advisory firm that provides discretionary investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages roughly $735 million across about 360 client relationships and generally implements advice through custodian‑held accounts under limited trading authority. Investment decisions are driven primarily by fundamental analysis and implemented across three managed portfolio styles—Equity, Balanced, and Fixed Income—using a range of strategies from long‑term holdings to short‑term trades, margin transactions, and option writing when appropriate. The firm documents goals in investment policy statements, accommodates client restrictions, and issues quarterly account and performance reports while encouraging clients to compare those reports with custodian statements. Compared with many peers, the firm publicly provides and reports performance information for client portfolios, rather than relying solely on custodian statements, and offers a stand‑alone financial planning engagement structure that can be included in asset‑based fees for larger households. The firm also operates without commission arrangements or third‑party product sales and is majority‑owned by an internal owner, reflecting an internal ownership structure and governance different from many independent teams.

To learn more about the advisors currently working at Carlson Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.