Integrated Wealth Management
Use the directory below to find the client servicing contacts for your specific needs.
For general questions or to be directed according to your need:
Call 952.230.6700 or email info@carlsoncap.com.
For questions regarding opening a new account; making deposits or withdrawals; cash availability; transferring between accounts; online account access and/or eDelivery registration; address changes; Investment Policy Statements; Asset Management Agreements, please contact:
For account assistance and grant requests:
For media and public relations inquiries:
For new client inquiries and requirements:
If you’d like to refer family or friends to CCM:
For questions regarding Required Minimum Distributions from IRA accounts:
Compliance/Annual Filing, CCM Tax & Trust Administration: