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Secretary/treasurer · Nicollet Investment Management, Inc.

Kathy A. Carlson

CRD 2599989 · Named on Form ADV at one SEC-registered adviser

At a glance

Nicollet Investment Management, Inc., an SEC-registered wealth manager based in Minneapolis, MN with $557 million in regulatory assets, lists Kathy A. Carlson on its Form ADV as Secretary/treasurer.

Firms and roles

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Kathy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Kathy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.