Carlson Capital Management

Integrated Wealth Management

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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.
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    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
  • 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 twenty-five 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.
  • 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.
  • 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.
  • 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.
    • 401(k) Plan ServicesComprehensive integrated 401(k) 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 wholly-owned 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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    • Locations
      • 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 110
        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

  • Client Login

Katy Vermeer

Katy Vermeer
Katy Vermeer, CFP®
Senior Integrated Wealth Advisor
952.230.6707
952.230.6710 (Fax)
katy@carlsoncap.com


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 110
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

Katy Vermeer
Katy Vermeer, CFP®

Senior Integrated Wealth Advisor
952.230.6707
952.230.6710 (Fax)
katy@carlsoncap.com

Professional Biography
Katy Vermeer is an Senior Integrated Wealth Advisor at Carlson Capital Management. In this role, Katy is responsible for all aspects of client relationship and investment portfolio management. She serves clients by recommending, implementing and coordinating integrated wealth management services, including investment management, retirement modeling, educational planning, estate and philanthropic planning other general financial planning.

Katy joined CCM with more than thirty years of experience in financial services, including nearly a decade of serving clients by advising on all aspects of wealth management. Prior professional roles include leading business development initiatives, portfolio management, product management, and marketing. Katy worked most recently as Director of the Wealth Strategies Group with a firm in the Twin Cities. In addition to serving as a wealth advisor for clients and their families, Katy was instrumental in implementing a wealth planning platform, deepening the discovery process for firm clients, leading wealth planning workshops and contributing to the firm’s client education communications.

Katy holds a Bachelor of Arts degree in Psychology and Business from DePauw University. Katy has also attained the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.

When not at work, Katy enjoys being active outdoors. She loves using the lakes and parks of Minneapolis any time of the year. She and her husband, Kerry, live in Southwest Minneapolis. They have three grown children.

Personal Thoughts
Doing well and doing good are both really important to me. This message related to excellence and responsibility is one that has always resonated with me and I work to incorporate it into my daily living, both at work and at home. At CCM when I am doing well for our clients I know that I am positively affecting their lives. By encouraging them to be purposeful about their wealth, I am hopeful that good happens, whether that is with the resources they use for themselves, their families or for the community.

Katy 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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