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.
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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.
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    • 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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    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
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    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
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Cody Warren

Cody Warren – Carlson Capital Management
Cody Warren, CFP®, CPA
Senior Integrated Wealth Advisor, Director of Financial Planning
507.321.4023
507.645.6408 (Fax)
Email Cody


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

Directions: Print | Map

Cody Warren – Carlson Capital Management
Cody Warren, CFP®, CPA

Senior Integrated Wealth Advisor, Director of Financial Planning
507.321.4023
507.645.6408 (Fax)
Email Cody

Professional Biography
Cody Warren is a Senior Integrated Wealth Advisor and the Director of Financial Planning at Carlson Capital Management. In his role as a Senior Advisor, Cody partners with clients and their families, providing the firm’s fully integrated wealth management experience, including investment management, retirement modeling, estate and educational planning and all other aspects of general financial planning and client care. In this role, Cody also connects clients with the firm’s specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis. As the Director of Financial Planning, Cody is responsible for training and developing advisors and paraplanners in all areas of financial planning and for driving a consistent, high quality client experience across the firm.

Cody joins CCM with nearly five years of experience in corporate tax and seven years in financial planning. Most recently, he served as a senior wealth planner at a large wealth management firm where he led comprehensive planning strategies for high net worth and ultra-high net worth individuals and families. In this work, he delivered integrated and multigenerational wealth planning related to cash flow, income tax planning, executive compensation, and estate planning based on a thorough understanding of their personal values, wealth transfer and charitable goals, and vision for their legacy.

Cody received his Bachelor of Arts degree, magna cum laude, from Augsburg University in accounting and religion. He went on to earn a Master in Business Taxation degree from the University of Minnesota’s Carlson School of Management and a Certificate in Financial Planning from Boston University. Cody is a Certified Public Accountant (CPA) and holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards. He is also a member of the American Institute of Certified Public Accountants and Minnesota Society of CPAs.

Cody is an active volunteer, serving on the board of Northfield Shares, as a BestPrep classroom volunteer, and as President of his church's council. He is also an instructor in the Certified Financial Planner (CFP®) program at Minnesota State University – Mankato.

Cody grew up near Madison, Wisconsin, and now lives in Rosemount, Minnesota, with his two children. Outside of his time at CCM, Cody enjoys the multitude of family activities, crafting holiday meals, Excel spreadsheets, and pretending to golf.

Personal Thoughts
When my son was younger and was asked what my work was, he replied, “Dad drives taxis.” Certainly, this was funny in the moment as he confused taxes with taxis. However, upon reflection, maybe he was on to something.

I find great purpose in deeply connecting and understanding the joys, hopes, and worries of individuals and families, and being able to help them accomplish their financial and non-financial goals with that foundational understanding. Or, perhaps as my son would imagine, acting as a taxi driver—helping individuals and families get from Point A to Point B (or C, F, 6, B1). Ultimately, the best laid plans are the ones solidly rooted in those goals and objectives to create the roadmap.

Now, almost 8, he understands a bit more about my work and has a bit more nuanced idea of my work. He currently believes I help people protect their piggy banks. Another great image that I like. Some of our earliest money habits and memories we formed with our first piggy banks, and it is important to recognize and honor those instinctive money habits.

It is an honor and privilege to work so closely with the clients of Carlson Capital Management to help them take their piggy bank where they want to.

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