Carlson Capital Management

Integrated Wealth Management

Menu
  • 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.
    • Close
  • 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.
    • Close
  • 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.
    • Close
  • 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.
    • Close
  • 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.
    • Close
  • 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.
    • Close
  • Request a Call
  • Client Login

Kim Wurl

Kim Diemer – Carlson Capital Management
Kim Wurl, CFP®
Integrated Wealth Advisor
952.230.6714
952.230.6710 (Fax)
Email Kim


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

Kim Diemer – Carlson Capital Management
Kim Wurl, CFP®

Integrated Wealth Advisor
952.230.6714
952.230.6710 (Fax)
Email Kim

Professional Biography
Kim Wurl serves as an Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Kim 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, Kim 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.

Kim holds a Bachelor of Arts degree from Tulane University. Following college, Kim served as an AmeriCorps Fellow in New Orleans, Louisiana. She then went on to earn a Master of Science Degree in Personal Financial Planning from Texas Tech University. Kim holds the Certified Financial Planner™ certification granted through the Certified Financial Planner Board of Standards. Before joining CCM, Kim worked for the Public Defender's Office in New Orleans and as part of the team at a Twin Cities wealth advisory firm.

In her free time, Kim likes to explore Minnesota’s great state parks and enjoys the many running and cross-country ski trails in the Twin Cities. Kim is originally from Grand Junction, Colorado, and now resides in Saint Louis Park with her husband, Joe.

Personal Thoughts
Pull out a $20 from your wallet. You don't have to look at the number to know what denomination it is, with the familiar face of Andrew Jackson on the front. When you look at details of his face, you see a furrowed brow, a slightly dropped chin, unconstrained hair, and eyes looking toward the future. Cold, hard cash seems to soften in the hand when you contemplate the expressions of a man at the center of conflict and hopes of someone who led a nation.

I find that for the vast majority of people, wealth is not about the number on the bill or the size of the number on the statement. Achieving financial success is about the same concerns of the face on that bill. Having financial success represents hopes that are unique to each person -- it could mean quality time with loved ones, a comfortable life, exploration through travel, or joy in generosity.

As a daughter of two perpetual volunteers, my greatest satisfaction is when I can create a positive impact on the lives of others. Through building trusting relationships, I am committed to helping achieve well-being in whatever form that takes for our clients.

Our Clients

Client Profile

Fiduciary Standards

Integrated Wealth Management

Carlson Portfolios

Our Firm

Our Team

News and Resources

Locations

Careers

Compliance

Important Disclosure Information

Privacy Notice

Form CRS

Form ADV Part 2A

Contact Us

Request a Conversation

Contact Our Team

952.230.6700

© 2023 Carlson Capital Management, LLC, d/b/a Carlson Capital Management.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.