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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John Ostrand

John Ostrand – Carlson Capital Management
John Ostrand, CFP®, CTFA®, CAP®
Chief Wealth Advisor
952.230.6718
952.230.6710 (Fax)
Email John


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

John Ostrand – Carlson Capital Management
John Ostrand, CFP®, CTFA®, CAP®

Chief Wealth Advisor
952.230.6718
952.230.6710 (Fax)
Email John

Professional Biography
As a member of the firm's Management Team and as Chief Wealth Advisor at Carlson Capital Management, John is responsible for all CCM advisory functions, business development initiatives, and for the talent management of advisory team members. In this role, he leads the firm's strategic, operational, and tactical activities related to the overall wealth management experience for clients, ensuring that delivery of CCM’s client experience is aligned with the mission and vision of the firm. In addition, as a member of the senior management team, John works closely with the President and the Board on the development of the firm's annual and long-term strategic plans.

John brings more than 25 years of experience in the financial services industry to his position at CCM. He began his career with Charles Schwab & Co. at the St. Paul, Minnesota, branch, and held roles with progressive responsibility leading to his position as Vice President and Branch Manager which he held for eight years. In that role, John worked directly with clients and their families on all aspects of wealth management, while leading successful teams of advisors. His business development acumen earned him the Chairman’s Club Platinum Award. While at Schwab, John led the efforts to open and manage the offices in St. Paul as well as Rochester, Minnesota, and Sioux Falls, South Dakota. John then transitioned to serving clients with trust administration and portfolio management. From there, John served in a Senior Vice President and Managing Director role, where he spent six years serving clients and leading the Trust Fiduciary teams for the Minneapolis St. Paul markets of a large national banking institution. His professional experience includes working with clients on all aspects of wealth management and financial planning, and managing teams of financial professionals in their service to clients.

John grew up in Scandia, Minnesota, and graduated from St. Cloud State University with a Bachelor's degree in Finance. He holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards, as well as the Certified Trust Financial Advisor and Chartered Advisor in Philanthropy credentials.

John's involvement in the community has included active engagement with the YMCA-Twin Cities, Northeast branch where he served on the board for a number of years and continues on as a legacy board member. When not at work, John enjoys family time at the cabin near the Brainerd lakes area, as well as hunting and fishing. John and his wife, Krista, live in Mahtomedi and have two daughters.

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