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.
    • HistoryKey events and milestones since the founding of our firm in 1987.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Mission StatementOur team is guided by this mission each and every day. It’s what gets us up in the morning, and sometimes keeps us awake at night.
    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
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  • Our Clients
    • 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.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
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  • Our Approach
    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
    • Disciplined PerspectiveOur long-term perspective provides the patience, guidance and discipline required for steady growth and protection.
    • Independent InsightOur independent, fee-based structure ensures the highest levels of objectivity, integrity, and fiduciary responsibility.
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  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
    • American Center for PhilanthropyWe develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
    • CCM Tax & Trust AdministrationA commonly-held affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
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  • News and Resources
    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
    • Articles and PublicationsA library of topical publications and articles written by CCM team members specifically for our clients.
    • CCM In the NewsA collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
    • Video LibraryShort videos that introduce you to our team, our approach and the CCM story.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
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  • Contact Us
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a MeetingJoin your scheduled meeting with Carlson Capital Management.
    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
    • CareersLearn about employment opportunities and apply online.
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Integrated Wealth Management Solutions for You

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Dan Stone

Paraplanner
952.208.4651
Email Turner

Professional Biography
Turner Storm is a Paraplanner at Carlson Capital Management. In this role, Turner works closely with the firm's wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. He is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Turner also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, he is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.

Turner earned his Bachelor of Arts in finance from Concordia College in Moorhead, Minnesota. During his time there, he competed as a member of the Cobber baseball team, twice serving as the team's captain. Prior to joining CCM, Turner held several sales and finance positions, most recently as a financial advisor with a firm in northern Minnesota. In this role he worked closely with clients to understand their unique situations and craft meaningful and impactful financial plans. He also conducted investment research to optimize portfolio efficiency and wrote market commentary to help clients understand the economic landscape.

Turner grew up in the Minnesota communities of Walker and Thief River Falls, and now lives in Bloomington with his four-year-old Labrador. He enjoys hunting, traveling with family and friends, and being on the lake as much as possible.

Personal Thoughts
I remember taking a business class when I was 15 years old; on the first day, our teacher demonstrated a simple future value calculation. This was done to show the importance of saving habits, and, ultimately, the power of compounding interest. I remember looking around at my friends in the class to see if they shared my shock and optimism for the future. To my surprise, it seemed as though I was the only one who experienced this epiphany. Later that day, I went home and asked my dad if he would help me open an investment account to start saving for retirement. In the following weeks, I made a conscious choice to convince my friends to do the same. This was my first experience with financial planning, and it has been my passion ever since.

As a member of CCM team, I am able to help clients create and implement a personalized strategy that can have a positive impact on the rest of their lives, just like the one I had in business class all those years ago. The great responsibility that comes with this work brings me tremendous fulfillment.

CCM Landing Image Hi-Res You have countless options. We have one responsibility:

To serve as your financial steward and help you use your wealth to accomplish your goals.

From investment management and retirement planning to tax services and estate planning, our integrated wealth management approach unlocks opportunities that our clients deserve. You have financial planning needs—and we’re here to help.

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Our Clients

With our fully integrated platform and comprehensive service model, we’ve found that we’re best able to assist clients who have a minimum of $1 million in investable assets. Clients with less than this asset level may be interested in the Carlson Portfolios platform. We look forward to hearing from you no matter which service platform works best.

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Meet Our Team

Our financial services firm supports you with our team of trusted advisors who work together to integrate all the key financial disciplines into one, custom plan. Meet our team »

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Take the next step in learning more about our financial services by requesting a conversation with one of our advisors. Or, you can call us directly at 952.230.6700.

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