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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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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Andrew Hauskins

Andy Hauskins
Andrew Hauskins, CFP®
Senior Integrated Wealth Advisor
507.321.4024
507.645.6408 (Fax)
Email Andy


northfield
Northfield
11 Bridge Square
Northfield, MN 55057
507.645.8887

Directions: Print | Map

hastings
Hastings
118 4th Street East
Hastings, MN 55033
651.437.2360

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bloomington
Bloomington
1700 West 82nd St
Suite 150
Bloomington, MN 55431
952.230.6700

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rochester
Rochester
30 3rd St SE
Suite 201
Rochester, MN 55904
507.288.9797

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Andy Hauskins
Andrew Hauskins, CFP®

Senior Integrated Wealth Advisor
507.321.4024
507.645.6408 (Fax)
Email Andy

Professional Biography
Andrew Hauskins is a Senior Integrated Wealth Advisor for the Carlson Capital Management team. As a Senior Advisor, Andy leads the firm’s Carlson Portfolios platform. Andy partners with clients and their families, providing investment management, retirement modeling, and other aspects of general financial planning and client care that are custom to client needs. In this role, Andy also connects clients with the firm's specialists for overall portfolio management as well as direct access to expertise in areas such as estate planning, tax planning and insurance analysis.

Andy began his career in financial services at Life Investors Insurance Company of Cedar Rapids, Iowa in 1998. While at Life Investors, Andy worked in the marketing department training new agents on life insurance, annuities, and basic financial planning techniques. Andy’s career then led him to the Director of Field Services position with CA Marketing, a medical insurance marketing firm in the Twin Cities. While there he gained extensive knowledge of individual health plans, small employer group health plans, short-term medical, and Health Savings Accounts. Andy holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.

Andy graduated from Iowa State University in 1997, with a Bachelor of Science degree. In addition to his studies at Iowa State, Andy was a four-year letter winner in track & field.  He was recognized as an Iowa State Scholar Athlete for excellence in academics. Andy is an active member of Trinity Lutheran Church and volunteers time with both the Northfield Area Family YMCA and St. Dominic School. He also serves on the Board for the Northfield Fastpitch Softball Association. Andy enjoys coaching his children’s sports teams and playing on the Northfield Millers baseball team. Andy, his wife Annie, and their three children live in Northfield, Minnesota.

Personal Thoughts
“Steel started out as simply a lump of iron,” my father used to say to me, and “only through the relentless work of a blacksmith did it become a critical commodity.” When I was younger, I wasn’t sure why he would share such things with me, though I knew that in this case, he was passing along a quote from his own father. Then, one day during high school track practice, his words became quite valuable for me. I envisioned that the work of a blacksmith was very repetitive, difficult, and required focus in addition to physical discipline. I realized that success might mean continuing to “pound away” at something, as my coach was requiring me to do in sprints. I was ultimately rewarded for my hard work with success on the track, but even more, I was rewarded with discipline as a core value that I continue to carry with me. I certainly don’t claim to practice this perfectly, it is something toward which I strive, and that I try to impart to my own children.

The importance of being disciplined can demonstrate itself in multiple aspects of our lives. It is central to what we do at Carlson Capital Management as well. When the financial markets are challenging, it requires us to practice the discipline we speak of in theory when the markets are working in our favor – that is “staying the course.” We also integrate discipline into the educational, retirement and estate plans we work with clients to create. It is a key element in driving these plans to success.

I thoroughly enjoy working with clients – listening to their stories, hearing about their backgrounds, trying to learn what drives them and what is ultimately important to them. This greatly motivates me in my work in helping them meet and exceed their goals.

Members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.

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