Carlson Capital Management

Integrated Wealth Management

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    • 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.
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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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Disciplined Investment Strategy

Tim Jackson – Carlson Capital Management
Tim Jackson



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Bio coming soon.

  • CCM Institutional Client Services
  • Plan Design
  • Disciplined Investment Strategy
  • Successful Participant Outcomes
  • Competitive Retirement Benefits
  • Fiduciary Responsibility and Governance

Disciplined Investment Strategy

Do your plan’s investments offer the best possible outcomes within a competitive fee structure? Your optimal plan includes a full spectrum of investment options that can be tailored to a participant’s needs, while also having a disciplined investment strategy for those seeking broadly diversified, risk-adjusted portfolios.

  • Low-cost mutual funds
  • Transparent fee structure
  • Full non-proprietary open architecture platform
  • Broadly diversified investment menus
  • Quarterly rebalanced turn-key model portfolios

Cami Peterson - Carlson Capital Management

Cami Peterson, CPA, CPFA, AIF®
Director of Retirement Plan Services

Cami Peterson - Carlson Capital Management
Cami Peterson, CPA, CPFA, AIF®

Director of Retirement Plan Services
952.230.6709
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Cami Peterson serves as Director of Retirement Plan Services at Carlson Capital Management. In this role, Cami leads the team serving 401(k) and other qualified plan clients. This includes working with plan sponsors, trustees, investment committee members, and plan administrators, to build and optimize successful retirement plans, and with plan participants to provide them with the tools and resources to give them the best chance for a successful retirement.

Cami brought more than twelve years of experience in the financial services industry to her position at CCM. She began her career by earning her CPA designation and working as a senior accountant for a large corporate accounting firm. She then served as a controller for a large home builder before starting as a financial advisor with a leading Twin Cities financial services organization, and subsequently, a regional RIA. During her time as an advisor, Cami developed a passion for working with business owners and plan fiduciaries to design and deliver high quality, effective 401(k) and other qualified plans. She believes the role of retirement plans is to create successful outcomes for employees and optimize business outcomes for employers. She has the depth of experience within the retirement planning industry which allows for a unique and creative approach to design plans that align with corporate goals and objectives. Cami particularly enjoys working with plan participants to provide proactive educational opportunities and resources that position them to maximize their retirement accumulation opportunities.

Cami grew up in the Twin Cities and graduated from the University of Minnesota-Duluth, with a Bachelor's degree in accounting. Shortly following graduation, Cami earned her Certified Public Accountant (CPA) license. In addition, she holds the Certified Plan Fiduciary Advisor (CPFA) designation. She has been a member of the American Society of CPAs and the Minnesota Society of CPAs since 1999 and ASPPA since 2011. In 2015, Cami was named a National Association of Plan Advisors Top Women Advisor Captain due to her significant contributions to the retirement planning industry and her role as leader in her firm’s retirement plan division. Outside of work, Cami enjoys spending time with her family at their cabin in northern Minnesota and spending as much time outdoors as possible doing a variety of activities. Her community involvement includes being active with the Autism Society of Minnesota and volunteering for United Way and Feed My Starving Children. Cami and her husband, Ken, live in Coon Rapids, Minnesota, with their three children.

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Retirement Plan Services can help you,
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