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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    • 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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    • 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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Jason Kley

Jason Kley – Carlson Capital Management
Jason Kley, CFP®, AIF®, MBA
Senior Integrated Wealth Advisor, Director of Operational Excellence
952.230.6705
952.230.6710 (Fax)
Email Jason


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

Directions: Print | Map

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

Jason Kley – Carlson Capital Management
Jason Kley, CFP®, AIF®, MBA

Senior Integrated Wealth Advisor, Director of Operational Excellence
952.230.6705
952.230.6710 (Fax)
Email Jason

Professional Biography
Jason Kley is a Senior Integrated Wealth Advisor and the Director of Operational Excellence at Carlson Capital Management. As a Senior Advisor, Jason partners with clients and their families providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate, philanthropic and educational planning and all other aspects of general financial planning and client care. In this role, Jason 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. In addition, Jason is a member of the firm's investment committee, helping to advise on investment practices and strategies. Jason also serves as the Director of Operational Excellence, driving operational consistency in and across advice teams to help ensure proper application of fiduciary standards and risk controls and a high standard for the client experience within the firm.

Jason holds a Bachelor of Arts degree in Math and Computer Science from the University of St. Thomas where he graduated magna cum laude in 1998. He went on to earn an MBA with an emphasis in Finance and Strategy from Washington University in St. Louis. As a graduate student Jason was recognized for his strong leadership in being named a Leadership Fellow and Dean’s Special Service award recipient. Jason holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards, as well as an Accredited Investment Fiduciary professional designation, awarded by the Center for Fiduciary Studies.  The AIF designation affirms the highest in fiduciary standards of care for CCM clients.

Before joining the CCM team, Jason worked for a Minneapolis wealth management firm where he served as a financial advisor, investment committee member, and 401k plan specialist. Prior to that, Jason worked for Thrivent Financial and Union Pacific, serving in business analyst and strategic operational roles.

Jason serves on the Minnesota Jump$tart Board, which is an organization focused on advancing financial literacy for youth. He is also a member of the Children's Minnesota Foundation Legacy Advisors. In addition, Jason volunteers his time through the Financial Matters program of BestPrep, speaking to high school and college students about financial principles, Angel Foundation, and Urban Ventures. Jason previously served on the Financial Planning Association of Minnesota Board and was President of the organization in 2018. He is a past member of the Minneapolis Regional Chamber of Commerce DRIVE Emerging Leaders Board, BestPrep’s Minnesota Business Venture Advisory Committee, and the City of St. Louis Park Police Advisory Commission. Jason was awarded the BestPrep Volunteer of the Year in 2016 and named the Minneapolis Chamber of Commerce Emerging Leader of the Year in 2009. He has been featured in various publications including Minnesota Business, the Minneapolis-St. Paul Business Journal, and the Minneapolis Star Tribune.

Outside of work, Jason enjoys spending time with family, outdoor activities, and traveling. Jason, his wife Sheila, and their two sons reside in Eden Prairie, Minnesota.

Personal Thoughts
With each passing year, I find that I am placing an increased emphasis on being focused. On the surface, having focus seems to run counter to the priority our society places on multi-tasking. In reality, the more focus one has—the more efficient they really are. When I’m able to focus on a conversation, I can understand more clearly and develop relationships through more attentive listening. When I am truly engaged with someone, it means putting down my mobile device, listening, and asking questions. If I’m focused on a project, I’m more effective, I’m learning more and am producing better outcomes. As I am playing with my children, I’m focused on inspiring their creativity and teaching them life lessons. Nothing else matters at that moment in time. Focus allows me to prioritize the things that are important in life, and allows me to drown out the noise that I cannot control. Focusing on things that are important forces me to move beyond the things that are not.

I enjoy working with our clients at CCM and I appreciate the opportunity to focus on what I can do to help them meet their goals, and allow them to focus on what matters most to them.

Jason and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.

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