The principals of Carlson Capital Management have been providing financial planning and investment management services since 1982.

Key dates in the history of Carlson Capital Management:

1986 Formation of present day Carlson Capital Management with offices in Hastings and Northfield, Minnesota
1992 Transition from commission-based to fee-based investment management firm
1992 $5 million of assets under management; 3 employees in the firm
1996 $50 million of assets under management
1998 Began partnership with Dimensional Fund Advisors (DFA) and became the largest DFA Advisor in the state of Minnesota
1998 Charitable trust administration services added
1998 Announced the addition of tax preparation services exclusively for CCM clients
1998 $100 million of assets under management
1999 Announced the addition of Employee Stock Option Planning
2000 Acquired historic 11 Bridge Square building in Northfield
2001 Corporate trustee services added with the formation of Carlson Trust Company, a division of the National Independent Trust Company
2002 Principals form the American Center for Philanthropy, a Minnesota-based 501(c)(3) dedicated to the advancement of philanthropy
2003 Joined the Zero Alpha Group, an international network of leading independent advisory firms
2004 Expanded by opening an office in Rochester, Minnesota
2004 Recognized and ranked as a Top Wealth Manager by Bloomberg Wealth Managermagazine
2005 $500 million of assets under management
2005 Principal, Greg Carlson, featured on cover of Boomer Market Advisor magazine
2005 Recognized and ranked as a Top Wealth Manager by Bloomberg Wealth Managermagazine
2006 Formed alliance with M Financial to offer enhanced insurance planning for clients
2007 Recognized and ranked by Financial Advisor magazine as a Top Registered Investment Advisor and as one of America’s Top Wealth Managers in Wealth Manager magazine’s annual rankings
2007 Among the first investment advisors, globally, to be recognized with certification from the Centre for Fiduciary Excellence (CEFEX)
2008 Principal Jeff Carlson recognized as a Twin Cities 5-Star Wealth Manager in Mpls St Paul and Twin Cities Business magazines
2008 Expanded, adding new office in Southpoint Office Center, Bloomington, Minnesota
2008 Recognized and ranked by Financial Advisor magazine as a Top Registered Investment Advisor and as a Top Wealth Manager in Wealth Manager magazine’s annual rankings
2008 Principal Justin Stets earns the AIF® (Accredited Investment Fiduciary) designation, representing commitment to the highest standards of investment fiduciary excellence
2008 Principal Greg Carlson is named among the nation’s 150 Best Financial Advisers for Doctors by Medical Economics magazine.
2009 Principal Jeff Carlson recognized as a Twin Cities 5-Star Wealth Manager in Mpls St Paul and Twin Cities Business magazines
2009 Recognized and ranked by Financial Advisor magazine as a Top Registered Investment Advisor and as a Top Wealth Manager in Wealth Manager magazine’s annual rankings