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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History

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.

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
    Firm 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

 

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 Principal Jeff Carlson recognized as a Twin Cities 5-Star Wealth Manager in Mpls St Paul and Twin Cities Business magazines
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
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
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
Named among the nation’s Best Financial Advisers for Doctors by Medical Economics magazine
$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
Opened new office building in historic downtown Hastings, Minnesota
Celebrated tenth annual sponsorship of Northfield Jingle Bell Run/Walk
2012 Named among the Best Financial Advisers for Doctors in Medical Economics Magazine
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
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
Returned to downtown location in Rochester, Minnesota
CCM recognized as Business of the Year by Hastings, Minnesota Chamber of Commerce
CCM named Top 100 Small Business by U.S. Chamber of Commerce
$1.5 billion of assets under management
2017 CCM celebrates thirty years of serving clients
Firm honored with Twin Cities Business Small Business Success Story Award
CCM recognized for ten years of CEFEX certification
2018 $2 billion of assets under management
CCM named among the 100 Best Companies to Work For by Minnesota Business magazine

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  • Recommended Reading
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