Carlson Capital Management

Integrated Wealth Management

Menu
  • Our Firm
    • Our FirmFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than 35 years.
    • Our TeamOur approach to wealth management is to surround you with a team of professionals who leverage their expertise and work together to integrate all of the key financial disciplines into one plan.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • CareersLearn about employment opportunities and apply online.
    • Close
  • Our Clients
    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
    • Close
  • Our Approach
  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Close
  • News
  • Contact Us
    • Locations & DirectorySee our locations and the various ways to contact us.
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a Meeting With CCMJoin your scheduled meeting with Carlson Capital Management.
    • Close
  • Request a Call
  • Client Login

100 Best Companies to Work for

Tim Jackson – Carlson Capital Management
Tim Jackson



Email

Bio coming soon.

CCM celebrates being named among the “100 Best Companies to Work for” by Minnesota Business magazine.

Having just completed our thirtieth year in business and reaching the milestone of $2 billion of client assets under management, we were humbled to learn this month that as a result of input from our colleagues (employees), we’ve been listed as one of the “100 Best Companies to Work for” in Minnesota by Minnesota Business magazine. While we’ve been honored to receive other forms of recognition over the years, this award in particular has special meaning as it relates to our culture at Carlson Capital Management.

According to the magazine, the “100 Best” were determined by the resulting scores of an anonymous online questionnaire filled out by the employees of each participating company — from which the magazine selected companies in Minnesota who “excel in the areas of work environment, employee benefits, and overall employee happiness, making them the 100 Best Companies to Work For.”


It has always been our belief that we cannot serve our clients best without highly competent and engaged colleagues. We view this award as a testament to the importance and intentionality we place on creating a high performing organization, and equally important, the needs of our valued colleagues. We are grateful our colleagues feel this way, and for their significant contributions to the success of the firm.”

— Greg Carlson, Co-Founder


Carlson Capital Management will join other “Top 100” companies at an event in June to receive the 2018 award. For more information, please click here.

Related disclosures:
Each year, Minnesota Business magazine solicits nominations for its 100 Best Companies to Work For Awards. They include their methodology for creating the final “100 Best” here. CCM did not pay a fee to the magazine to receive this award, and has paid no fees to the magazine to promote this award. CCM purchased a table for colleagues to attend the celebration event for this award. Colleagues of CCM nominated the firm for this award and provided and verified data related to this award.

Our Clients

Client Profile

Fiduciary Standards

Integrated Wealth Management

Carlson Portfolios

Our Firm

Our Team

News

Locations

Careers

Compliance

Important Disclosure Information

Privacy Notice

Form CRS

Form ADV Part 2A

Contact Us

Request a Conversation

Contact Our Team

952.230.6700

© 2023 Carlson Capital Management, LLC, d/b/a Carlson Capital Management.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.