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.
  • 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.
    • 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.
  • 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.
  • 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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CCM Recognized Among Nation’s Top 100 Small Businesses

Tim Jackson

Director of Operations & Technology
507.321.4003
507.645.6408 (Fax)
Email Tim

Professional Biography
Tim Jackson is Director of Operations and Technology at Carlson Capital Management. In this role, Tim is responsible for oversight of all firm operations and technology. This includes planning, implementing and managing all aspects of technology to enhance both the client and colleague experience at CCM. He is also responsible for ensuring support and maintenance of existing applications, platforms and tools, as well as researching and implementing new solutions on an on-going basis. Tim’s hands-on experience and strong technical aptitude help ensure the overall efficiency and effectiveness of the firm’s operations.

Tim graduated from the University of Wisconsin – Madison, where he earned a Bachelor of Science degree in economics with an emphasis in mathematics. After graduation, he joined a small software company in the Twin Cities, where he worked in research and development. Tim has extensive self-taught computer skills and has significant experience in designing and maintaining websites. In 2017, Tim began a three-year term as a member of the Charles Schwab Technology, Operations, and Service Advisory Board. He also volunteers his technical skills to assist a variety of non-profit organizations. Tim and his family live in Northfield, Minnesota.

Personal Thoughts
Family is very important to me. I grew up with three brothers and three sisters, and my parents have since gone on to adopt thirty more children, bringing the total number of children in my family to thirty-seven. The closeness of my family has instilled in me a strong sense of family values, which I carry forward to my own family now. My wife and I love every second we are with our children, watching them develop and grow.

Growing up in a large family has also given me a great understanding of teamwork and how to get things done. My brothers and sisters would seldom all agree on things, but somehow we managed to compromise and move on without anyone getting left behind. My family experiences have helped me apply these skills of teamwork and compromise in the business world. Teamwork has always been a part of the CCM culture and I’m proud to provide our clients with an experience that reflects this value.

2016_blueribbon

U.S. Chamber of Commerce Names Carlson Capital Management
Among Nation’s Top 100 Small Businesses
Award Winners Honored at Annual Small Business Summit

Northfield, MINN. (February 18, 2016) –

Carlson Capital Management is pleased to announce the firm has been named to the U.S. Chamber of Commerce top 100 small businesses in the country for its annual Dream Big Blue Ribbon Small Business Award.

The award is one of the highest honors given annually by the U.S. Chamber of Commerce and recognizes businesses for exceptional, innovative business practices. Winners were selected from a record number of applicants from communities across the nation. They were judged in four key categories: strategic planning, employee development, customer service, and community involvement.

“We are honored to receive this recognition and want to acknowledge the dedication and daily contributions of our colleagues in putting our clients’ best interests first and being committed to the communities we serve,” said co-founder Greg Carlson. “Our long-term visionary plan places colleagues at the center of our success. As a personal service business, nothing distinguishes value more than having experienced, caring and wise colleagues who deliver consistently excellent levels of service to the client.”

An important milestone on January 1, 2016 turned CCM from family-owned to an employee-owned firm, moving from three shareholders to 40. While not the first Registered Investment Advisor firm to extend ownership to employees, it is believed that CCM is one of a handful of independent wealth management firms in the country to take this step.

“Small businesses across America today face more economic and regulatory hurdles than ever before, but each of these outstanding companies is rising to the challenge,” said U.S. Chamber President and CEO Thomas J. Donohue. “These Blue Ribbon Award winners have worked hard, taken risks, and achieved success, helping strengthen their communities and local economies.”

A complete list of this year’s Blue Ribbon Small Business Award winners is available here.

On March 9, the Chamber will announce seven regional finalists from among this year’s Blue Ribbon Small Business Award winners. All of this year’s winners will be honored at the 12th annual America’s Small Business Summit, which takes place June 13-15 in Washington, D.C. During the summit, one regional finalist will receive the DREAM BIG Small Business of the Year Award, sponsored by Sam’s Club, and a $10,000 cash prize courtesy of the U.S. Chamber.

Related disclosures:
Each year, the U.S. Chamber of Commerce seeks nominees to be recognized as top 100 small businesses as part of its Dream Big Blue Ribbon Small Business Award program. According to the organization’s website, the 2016 Dream Big Award Winners were selected from a record number of applicants from across the country and were judged in four key categories: strategic planning, employee development, customer service, and community involvement. CCM did not pay a fee to receive this award. CCM has paid no fees to the U.S. Chamber of Commerce to promote this award. CCM was nominated for this award then completed an application for this award. CCM is a member of the U.S. Chamber of Commerce, which was not required for this award.

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