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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Drew Owen

Drew Owen – Carlson Capital Management
Drew Owen, CFP®
Associate Integrated Wealth Advisor
952.208.4681
507.645.6408 (Fax)
Email Drew


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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Drew Owen – Carlson Capital Management
Drew Owen, CFP®

Associate Integrated Wealth Advisor
952.208.4681
507.645.6408 (Fax)
Email Drew

Professional Biography
Drew Owen is an Associate Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Drew collaborates with clients and advisors across the firm on all aspects of planning and portfolio management. He is responsible for facilitating client meetings, preparing presentation materials and assisting with portfolio management. In addition, Drew is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.

Drew is a graduate of Iowa State University, where he obtained a Bachelor of Science in finance and marketing. While on campus, Drew was a member of Alpha Kappa Psi business fraternity and was also president of the marketing club. After graduating, Drew partnered with friends to found a STEM nonprofit to help students and teachers obtain equal access to resources for projects inside and outside the classroom. Since graduating, he has gained a breadth of experience in the financial services industry, working in business development and advisory roles serving affluent individuals and providing leadership and training to fellow colleagues. His unique skillset allows him to seamlessly appreciate and successfully balance the quantitative and qualitative aspects his work—analyzing financial statements, stock options, and insurance policies to develop comprehensive integrated financial plans and finding great reward in listening deeply, thinking creatively to best support each client, communicating clearly, and cultivating authentic relationships with others. Drew holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.

Drew is a native of Ankeny, Iowa, and currently lives in Eden Prairie, Minnesota, with his Bernese puppy, Phoenix. When he's not golfing, Drew enjoys traveling, reading, and spending time with friends and family.

Personal Thoughts
On my first day at CCM, I walked into the break room to find everyone gathered together around a breakfast spread and a welcome basket with different gifts inside, which was nothing I had experienced before. From day one, I’ve felt a genuine sense of people helping one another, not because they have to, but because they actually want to help. People have gone out of their way to introduce themselves and make sure my transition has been going smoothly into my new role. This directly translates to how CCM treats clients—everyone receives the same, excellent service from a team that genuinely cares about each other and their neighbors.

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