Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • Who We AreFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
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    • 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.
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    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
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100% Employee Owned

Tim Jackson – Carlson Capital Management
Tim Jackson

Director of Operations & Technology
507.321.4003
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Professional Biography
Tim Jackson is Director of Operations and Technology at Carlson Capital Management. In this role, Tim is responsible for oversight of all firm operations and technology. This includes planning, implementing and managing all aspects of technology to enhance both the client and colleague experience at CCM. He is also responsible for ensuring support and maintenance of existing applications, platforms and tools, as well as researching and implementing new solutions on an on-going basis. Tim’s hands-on experience and strong technical aptitude help ensure the overall efficiency and effectiveness of the firm’s operations.

Tim graduated from the University of Wisconsin – Madison, where he earned a Bachelor of Science degree in economics with an emphasis in mathematics. After graduation, he joined a small software company in the Twin Cities, where he worked in research and development. Tim has extensive self-taught computer skills and has significant experience in designing and maintaining websites. In 2017, Tim began a three-year term as a member of the Charles Schwab Technology, Operations, and Service Advisory Board. He also volunteers his technical skills to assist a variety of non-profit organizations. Tim and his family live in Northfield, Minnesota.

Personal Thoughts
Family is very important to me. I grew up with three brothers and three sisters, and my parents have since gone on to adopt thirty more children, bringing the total number of children in my family to thirty-seven. The closeness of my family has instilled in me a strong sense of family values, which I carry forward to my own family now. My wife and I love every second we are with our children, watching them develop and grow.

Growing up in a large family has also given me a great understanding of teamwork and how to get things done. My brothers and sisters would seldom all agree on things, but somehow we managed to compromise and move on without anyone getting left behind. My family experiences have helped me apply these skills of teamwork and compromise in the business world. Teamwork has always been a part of the CCM culture and I’m proud to provide our clients with an experience that reflects this value.

CCM Principals

A MESSAGE TO CCM CLIENTS FROM THE PRINCIPALS:
CCM Colleagues to Share in Firm Ownership

[January 4, 2016]  We are pleased to share that January 1, 2016 marked an important milestone in the life of Carlson Capital Management (CCM).

Carlson Capital Management roots extend back over 33 years to when two brothers entered the financial planning profession fresh out of college. It was a time when the Dow Jones Industrial Index stood at 850, house calls were made, the kitchen was the office and a client had $2,000 to invest.

Today, we are 38 colleagues and growing; we occupy 15,000 square feet of space in four offices; and we manage in excess of 1.3 billion dollars for more than 700 individuals, families, and institutions. The Dow Jones Industrial Index hovers between 16,000 and 17,000, and a client is one who has complex needs surrounding their investments and retirement, tax, estate, insurance and charitable planning.

Central to each day’s work, every business decision we make, and every action we take as a firm is our mission – To be a trusted partner that allows our clients to feel secure in the knowledge that their retirement, investment, estate, tax and philanthropic plans are complete, efficient and organized, in order that they may understand and use their wealth as a tool to accomplish what is important to them.

Carlson Capital Management is taking an exciting step to further the pursuit of this mission and to honor the commitment, professionalism, and loyalty of our colleagues. This month, our colleagues all became shareholders in Carlson Capital Management – and over time, the share of their ownership will increase. In effect, we are moving from three shareholders to more than 35, each of whom are serving out the client-centric mission of CCM and building the foundation for the long term.

While we are certainly not the first Registered Investment Advisory firm to extend ownership to colleagues, we are one of a handful of independent wealth management firms in the country to take this step of honoring the commitment of our colleagues.

Of course, you the client may ask, “This is interesting, but why is this news important to me?”

Here are three reasons we think this is a very important and exciting moment in our shared history:

  • It is through expert, competent, skilled and caring colleagues that we are able to create and sustain the “CCM Experience,” which we deliver to each one of our clients. Every morning when a colleague enters our office they are making a choice to serve our clients and work as a CCM team member. Colleagues can choose to perform their excellent work anywhere, and they choose CCM. Owning a part of the company attracts and retains talented colleagues who are key to delivering the client experience. Succinctly stated, we aspire to be the best in the industry.
  • We care about our colleagues’ lives. We care about them reaching their professional and life goals. We want them to be rewarded for their hard work, creativity, service to clients and commitment. We want them to be co-creators in the CCM Experience and the fulfillment of their goals.
  • We are looking to the future and are focused on continuing to build a sustainable firm. When we started out more than thirty years ago we characterized our work as that of jobs, which over time developed into careers, that have expanded into vocations—and well beyond in terms of the meaning we find in our work. Today, CCM is not about any one person, or any one client—it is about hundreds of people (clients and colleagues) whose lives are significantly impacted by the work we do. Diversifying ownership broadens our foundation, strengthens the engagement of stakeholders, and looks to future sustainability.

As this important event occurs, we don’t think anyone will notice a “light switch” that is suddenly turned on, as we think our colleagues have always acted like owners, but we do think the light will be a little brighter. In the beginning, and the end, that light will first shine on our clients—and we are also excited for our colleagues to bask in the glow.

Sincerely,

CCM Principals Signatures

employee-owned

Watch a short video clip of CCM colleagues discussing what we think it means for clients to work with a wealth management firm owned by its employees.

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