Video Library
Short videos that introduce our team, our approach, and the CCM story.
Employee Owned (VIDEO)
January 11, 2019
In 2016, Carlson Capital Management became one of only a few wealth management firms in the country to be employee-owned.
Peace of Mind (VIDEO)
August 20, 2018
How CCM's integrated approach to investment advising and financial planning works to give peace of mind to our clients and their families.
CEFEX (VIDEO)
April 28, 2017
What does it mean to be CEFEX-certified? An overview of what it means and why it’s important when you’re seeking a financial advisor.
The CCM Discovery Process (VIDEO)
January 9, 2014
A brief look at CCM's Discovery Process, which helps us best create a custom plan that has the greatest opportunity of successfully helping you reach your goals.