Benjamin Carlson

Benjamin Carlson

Paraplanner
952.230.6702
952.230.6710 (Fax)
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Professional Biography
Ben Carlson is a Paraplanner at Carlson Capital Management. In this role, Ben 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. Ben 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.

Ben graduated magna cum laude from St. Olaf College, where he earned a Bachelor of Arts degree in Economics and History with a concentration in Finance. While at St. Olaf, Ben participated in four years of varsity tennis, served as team captain and was selected to the all-MIAC team for three years. In his junior and senior years, he participated as a peer tutor in principles of Accounting. Pursuing an entrepreneurial spirit, and after winning a start-up grant, Ben founded and operated Jolly Fly Fishing, LLC for three years, guiding summer fly fishing expeditions in western Wisconsin. Prior to joining CCM, Ben worked as an account representative for a large Twin Cities reinsurance brokerage company. When not at work, Ben continues to enjoy fly fishing, playing tennis and going to the cabin. He also enjoys being involved in the community and serves as a volunteer coach for an inner-city tennis program for their “Super Saturday” programs. Ben grew up in Hastings, Minnesota and now lives in St. Louis Park.