CCM In the News
A collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
CCM Announces Integration with Sequoia Financial Group
January 29, 2025
We're pleased to announce our upcoming merger. We remain dedicated to servicing our clients—now with additional value and depth.
Jason Kley Elected to National FPA Board of Directors
January 8, 2025
CCM’s Jason Kley was elected to a three-year term on the national Board of Directors of the Financial Planning Association.
Marking Our Seventeenth Year of Fiduciary Excellence
November 11, 2024
The Centre for Fiduciary Excellence has renewed CCM's certification for the 17th straight year. CEFEX certification demonstrates our commitment to the highest fiduciary standard.
CCM Again Ranked Among Financial Advisor Magazine's Top RIAs
August 22, 2024
Financial Advisor magazine has included Carlson Capital Management in its 2024 RIA Ranking.
CCM Named a Top Workplace for the Fourth Year
June 24, 2024
For the fourth year in a row, Carlson Capital Management has been named one of the Top 200 Workplaces in Minnesota by the Star Tribune.
CCM Named InvestmentNews 2024 RIA Team of the Year Excellence Awardee
June 18, 2024
InvestmentNews Awards has named the Carlson Capital Management (CCM) team an excellence awardee for the RIA Team of the Year award.
Justin D. Stets Named as CEO of Carlson Capital Management
March 7, 2024
Justin D. Stets has transitioned from President to CEO of CCM, with Greg Carlson continuing to serve as Chairman and Co-Founder.
Jason Kley Receives Distinguished Service Award
January 22, 2024
The Financial Planning Association of Minnesota recently honored Jason Kley with its Distinguished Service Award.
WCCO Radio Speaks With Jason Kley About Financial Education
November 3, 2023
CCM's Jason Kley was a guest on WCCO Radio's Adam and Jordana show discussing the importance of providing youth with financial education.
CCM Receives CEFEX Certification for the Sixteenth Year
October 18, 2023
CEFEX, the Centre for Fiduciary Excellence, has renewed the certification of Carlson Capital Management.
CCM Named a Top Workplace Three Years in a Row
June 16, 2023
For the third year in a row, Carlson Capital Management receives a Top Workplace award from Minnesota's Star Tribune.
CCM’s Jason Kley Pens Financial Literacy Editorial
April 10, 2023
As part of his financial literacy advocacy work, CCM Senior Integrated Wealth Advisor and Director of Operational Excellence Jason Kley, CFP®, AIF®, MBA, co-authored an opinion piece in the March 23 edition of the Pioneer Press titled, Our students need to learn personal finance in high school. Require it.
CCM’S Callie Geist Invited Into Premier Leadership Program
February 20, 2023
Senior Integrated Wealth Advisor Callie Geist, CFP®, J.D., MBA has been invited to take part in the Schwab Executive Leadership Program, an exclusive, year-long program designed to prepare the next generation of leaders at registered investment advisory (RIA) firms.
CCM Included in Financial Advisor Magazine's 2022 RIA Ranking
August 22, 2022
Financial Advisor magazine has included Carlson Capital Management in its 2022 RIA Ranking.
CCM Named a Top Workplace for the Second Year
June 20, 2022
Carlson Capital Management has received a Top Workplace award, recognizing it as one of Minnesota's preferred financial services firms.
CCM Included In Financial Advisor Magazine's 2021 RIA Ranking
September 22, 2021
Financial Advisor magazine has included Carlson Capital Management in its 2021 RIA Ranking.
Carlson Capital Management Named a Top Workplace
June 21, 2021
Carlson Capital Management is named one of the 2021 Top 175 Workplaces by the Star Tribune, ranking sixteenth in the Small Employer category.
CCM Honored as a 2021 Dakota-Scott Employer of Excellence
June 18, 2021
Carlson Capital Management (CCM) has been recognized by the Dakota-Scott Workforce Development Board as an Employer of Excellence.
Donation Supports Diversity in Financial Services Industry
May 12, 2021
In collaboration with the member organizations of Zero Alpha Group (ZAG), Carlson Capital Management has made a donation to the CFP Board Center for Financial Planning (the Center) to create a more diverse and sustainable financial planning profession.
Justin Stets Named Notable Leader in Finance
April 12, 2021
Carlson Capital Management President Justin Stets, AIF®, was named by Twin Cities Business as a Notable Leader in Finance.
CCM Included in Financial Advisor Magazine's 2020 RIA Ranking
October 14, 2020
Financial Advisor magazine has included Carlson Capital Management in its 2020 RIA Ranking.
CCM Named a 2020 Financial Times 300 Top RIA
August 5, 2020
Carlson Capital Management (CCM) has been named to the 2020 list of the Financial Times 300 Top Registered Investment Advisers.
CCM Hires Chief Wealth Advisor John Ostrand
July 15, 2019
CCM announces the hiring of John Ostrand who will serve as the firm’s Chief Wealth Advisor.
CCM Senior Investment Strategist’s Research Featured in Pensions&Investments
May 31, 2019
Read how Pensions&Investments leverages endowment spending research conducted by CCM Senior Investment Strategist, James Yaworski, CFA.
CCM Senior Investment Strategist, James Yaworski, Publishes FAJ Paper
March 25, 2019
CCM Senior Investment Strategist, James Yaworski, CFA, publishes paper in the Financial Analysts Journal focusing on institutional spending methods--providing guidance to trustees on improving stewardship of endowed assets.
CCM Principal Tax Advisor, Kevin Koski, Provides Charitable Giving Insights
March 12, 2019
Charitable giving insights from CCM Principal Tax Advisor Kevin Koski featured in a recent article in Financial Advisor IQ.
CEFEX Renews CCM Certification for Fiduciary Excellence
January 10, 2019
Carlson Capital Management has received notification of renewal as a Centre for Fiduciary Excellence (CEFEX) certified Investment Advisor.
CCM's Estate Planning Platform Grows with Dan Edwards
October 30, 2018
CCM Expands Retirement Plan Services
October 12, 2018
Growing out of our integrated wealth management philosophy, we’ve provided retirement plan services to companies of all sizes, and their employees, for many years.
CCM Event Features Former Vanguard CIO Gus Sauter
May 21, 2018
The Rochester Post Bulletin sits down with former Vanguard CIO Gus Sauter, who recently headlined an event for CCM clients.