Jason B. Kley,  CFP<sup>&reg;</sup> - Financial Advisor

Jason B. Kley, CFP®

AIF®, MBA

Director of Financial Planning

Carlson Capital Management, LLC

1700 W 82nd St, Suite 110
Bloomington, MN 55431
FINANCIAL ADVISOR'S WEBSITE
(952) 230-6705 CONNECT WITH Jason
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General

Jason Kley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carlson Capital Management, LLC in Bloomington, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Investment Fiduciary (AIF®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes

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