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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Angie Olson

Angie Olson – Carlson Capital Management
Angie Olson, aPHR®
Talent Acquisition Specialist
507.321.4014
507.645.6408 (Fax)
Email Angie


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

Directions: Print | Map

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

Directions: Print | Map

Angie Olson – Carlson Capital Management
Angie Olson, aPHR®

Talent Acquisition Specialist
507.321.4014
507.645.6408 (Fax)
Email Angie

Professional Biography
Angie Olson serves as Talent Acquisition Specialist for Carlson Capital Management. In this role, Angie supports the firm's recruitment processes, ensures a smooth onboarding for new colleagues, and champions engagement activities to ensure a welcoming environment. In addition, she provides administrative support to the Director of Human Capital and CEO. Angie holds the aPHR® certification, serving as evidence of her foundational knowledge of human resources and commitment to continuing education in this space. Throughout her tenure at CCM, she has proven herself as a versatile player, furthering the goals of multiple teams, most notably client service and marketing.

Angie is a graduate of the University of Minnesota-Duluth, where she earned her Bachelor of Arts degree. Prior to joining CCM, she worked as a legal assistant with a firm in Northfield, where she supported the team by drafting documents, managing calendars, providing reception duties, and supporting the attorneys and office administrator. Angie enjoys volunteering, canoeing, and fly fishing. She is the past Board Secretary for Northfield Montessori. Angie grew up near Stillwater and now lives in Northfield, Minnesota, with her husband, Adam, and their three young sons.

Personal Thoughts
When I was younger, my dad bought me a 1952 John Deere Model G tractor for the two of us to restore. I remember watching as the tractor was unloaded onto our back driveway; it was covered in rust, smelled like gas and oil, but was the most beautiful thing I had ever seen.

I was tasked with the job of filling a tennis-ball sized dent on the tractor’s hood, then sanding the filler until it was flush with the metal. I sanded for hours, stopping periodically as my father reviewed my progress, and waiting patiently for him to say that my work looked complete. I was eager to get the dent filled so the tractor could be painted, and the sanding process felt like it was taking forever! But my father would consistently find ridges and bumps that I had missed, and I would be back to sanding.

It was through the restoration of this tractor that I learned the importance of patience. I learned the importance of putting time and attention into the “little things” as they impact the bigger picture. I keep this lesson close to me as an adult and find that patience and attention to detail play key roles in my work at CCM. I am constantly seeking to perfect the details in order to enhance the CCM experience.

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