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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    • 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.
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    • 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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    • 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.
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    • 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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    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
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    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
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History

Tim Jackson – Carlson Capital Management
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Email

Bio coming soon.

History of Carlson Capital Management

Key events and milestones in the history of Carlson Capital Management:
 

  • 1987
    Formation of present day Carlson Capital Management
    with offices in Hastings and Northfield, Minnesota
  • 1992
    $5 million of assets under management; 3 employees in the firm
  • 1992
    Transition from commission-based to fee-based investment management firm
  • 1996
    $50 million of assets under management
  • 1998
    Charitable trust administration services added
  • 1998
    Began partnership with Dimensional Fund Advisors (DFA) and became
    the largest DFA Advisor in the state of Minnesota
  • 1998
    Announced the addition of tax preparation services exclusively for CCM clients
  • 1999
    $100 million of assets under management
  • 1999
    Announced the addition of Employee Stock Option Planning
  • 2000
    Acquired historic 11 Bridge Square building in Northfield, Minnesota
  • 2001
    Corporate trustee services added with the formation of Carlson Trust Company,
    a division of the National Independent Trust Company
  • 2002
    Principals form the American Center for Philanthropy,
    a Minnesota-based 501(c)(3) dedicated to the advancement of philanthropy
  • 2003
    Joined the Zero Alpha Group,
    a national network of leading independent advisory firms
  • 2004
    Expanded by opening an office in Rochester, Minnesota
  • 2004
    Recognized and ranked as a Top Wealth Manager by Bloomberg Wealth Manager magazine
  • 2005
    $500 million of assets under management
  • 2005
    Principal, Greg Carlson, featured on the cover of Boomer Market Advisor magazine
  • 2005
    Recognized and ranked as a Top Wealth Manager by Bloomberg Wealth Manager magazine
  • 2007
    Among the first investment advisors, globally, to be recognized with certification from the Centre for Fiduciary Excellence (CEFEX)
  • 2007
    Recognized and ranked by Financial Advisor magazine as a Top Registered Investment Advisor and as one of America’s Top Wealth Managers in Wealth Manager magazine
  • 2008
    Principal Jeff Carlson recognized as a Twin Cities 5-Star Wealth Manager in Mpls St Paul and Twin Cities Business magazines
  • 2008
    Expanded, adding new office location in Bloomington, Minnesota
  • 2008
    Principal Justin Stets earns the AIF® (Accredited Investment Fiduciary) designation, representing commitment to the highest standards of investment fiduciary excellence
  • 2008
    Principal Greg Carlson is named among the nation’s 150 Best Financial Advisers for Doctors by Medical Economics magazine
  • 2009
    Principal Jeff Carlson recognized as a Twin Cities 5-Star Wealth Manager in Mpls St Paul and Twin Cities Business magazines
  • 2009
    Principal Greg Carlson featured on cover story in 35C magazine: A Wealth of Success
  • 2010
    Principals Jeff & Greg Carlson recognized as a Twin Cities 5-Star Wealth Managers in Mpls St Paul and Twin Cities Business magazines
  • 2010
    Named among the nation’s Best Financial Advisers for Doctors by Medical Economics magazine
  • 2010
    $750 million of assets under management
  • 2011
    Principal Jeff Carlson included as four-year winner of Twin Cities 5-Star Wealth Manager recognition in Mpls St Paul and Twin Cities Business magazines
  • 2011
    Opened new office building in historic downtown Hastings, Minnesota
  • 2011
    Celebrated tenth annual sponsorship of Northfield Jingle Bell Run/Walk
  • 2012
    Named among the Best Financial Advisers for Doctors in Medical Economics Magazine
  • 2012
    Hosted first CCM Wealth Integration Forum, Wealth, Health and Philanthropy
  • 2013
    $1 billion of assets under management
  • 2014
    CCM announces establishment of ViaForte- Wealth Strategy and Insurance Advisors
  • 2014
    Principal Justin Stets named President of Zero Alpha Group
  • 2015
    CCM ranked #2 in CNBC’s 2015 Top 100 Wealth Management Firms in the U.S.
  • 2016
    Principals announce all CCM colleagues to share in firm ownership
  • 2016
    Returned to downtown location in Rochester, Minnesota
  • 2016
    CCM recognized as Business of the Year by Hastings, Minnesota Chamber of Commerce
  • 2016
    CCM named Top 100 Small Business by U.S. Chamber of Commerce
  • 2016
    $1.5 billion of assets under management
  • 2017
    CCM celebrates thirty years of serving clients
  • 2017
    CCM honored with Twin Cities Business Small Business Success Story Award
  • 2017
    CCM recognized for ten years of CEFEX certification
  • 2018
    $2 billion of assets under management
  • 2018
    CCM named among the 100 Best Companies to Work For by Minnesota Business magazine
  • 2020
    CCM named a Financial Times 300 Top RIA
  • 2021
    CCM honored as a Star Tribune Top Workplace in Minnesota

 

1987 Formation of present day Carlson Capital Management with offices in Hastings and Northfield, Minnesota
1992 $5 million of assets under management; 3 employees in the firm
  Transition from commission-based to fee-based investment management firm
1996 $50 million of assets under management
1998 Charitable trust administration services added
  Began partnership with Dimensional Fund Advisors (DFA) and became the largest DFA Advisor in the state of Minnesota
  Announced the addition of tax preparation services exclusively for CCM clients
1999 $100 million of assets under management
  Announced the addition of Employee Stock Option Planning
2000 Acquired historic 11 Bridge Square building in Northfield, Minnesota
2001 Corporate trustee services added with the formation of Carlson Trust Company, a division of the National Independent Trust Company
2002 Principals form the American Center for Philanthropy, a Minnesota-based 501(c)(3) dedicated to the advancement of philanthropy
2003 Joined the Zero Alpha Group, a national network of leading independent advisory firms
2004 Expanded by opening an office in Rochester, Minnesota
  Recognized and ranked as a Top Wealth Manager by Bloomberg Wealth Manager magazine
2005 $500 million of assets under management
  Principal, Greg Carlson, featured on the cover of Boomer Market Advisor magazine
  Recognized and ranked as a Top Wealth Manager by Bloomberg Wealth Manager magazine
2007 Recognized and ranked by Financial Advisor magazine as a Top Registered Investment Advisor and as one of America’s Top Wealth Managers in Wealth Manager magazine
  Among the first investment advisors, globally, to be recognized with certification from the Centre for Fiduciary Excellence (CEFEX)
2008 Expanded, adding new office location in Bloomington, Minnesota
  Principal Justin Stets earns the AIF® (Accredited Investment Fiduciary) designation, representing commitment to the highest standards of investment fiduciary excellence
2011 Opened new office building in historic downtown Hastings, Minnesota
  Celebrated tenth annual sponsorship of Northfield Jingle Bell Run/Walk
2013 $1 billion of assets under management
2014 Establishment of ViaForte- Wealth Strategy and Insurance Advisors
  Principal Justin Stets named President of Zero Alpha Group
2015 Ranked #2 in CNBC’s 2015 Top 100 Wealth Management Firms in the U.S.
2016 Returned to downtown location in Rochester, Minnesota
  Recognized as Business of the Year by Hastings, Minnesota Chamber of Commerce
  Named Top 100 Small Business by U.S. Chamber of Commerce
  $1.5 billion of assets under management
2017 Celebrated thirty years of serving clients
  Honored with Twin Cities Business Small Business Success Story Award
  Recognized for ten years of CEFEX certification
2018 $2 billion of assets under management
  Named among the 100 Best Companies to Work For by Minnesota Business magazine
2019 Named a Dakota-Scott Employer of Excellence
2020 Named a Financial Times 300 Top RIA
2021 Honored as a Star Tribune Top Workplace in Minnesota
  President Justin Stets named a Notable Leader in Finance
  $3 billion of assets under management
2022 Honored as a Star Tribune Top Workplace in Minnesota

Please see here for IMPORTANT DISCLOSURE INFORMATION regarding rankings and awards.

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