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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Cami Peterson

Cami Peterson – Carlson Capital Management
Cami Peterson, CPA, CPFA, AIF®
Director of Retirement Plan Services
952.230.6709
952.230.6710 (Fax)
Email Cami


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

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

Director of Retirement Plan Services
952.230.6709
952.230.6710 (Fax)
Email Cami

Professional Biography
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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