Integrated Wealth Advisor
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.
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.