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    Carlson Capital Management

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    Description

    • Founded in 1987, Carlson Capital Management, Inc. (CCM) is a comprehensive wealth management firm with Minnesota offices in Northfield, Hastings, Bloomington and Rochester. Managing $1.5 billion in assets and serving 800 clients throughout the country, CCM brings together in one place the key disciplines of investment, estate, retirement, risk management and philanthropic planning, to provide fully integrated wealth management. The firm serves high-net-worth individuals and families, business owners and non-profit organizations.The CCM approach to wealth management is rooted in the integration of key financial disciplines. Rather than providing advice focused solely on investments, clients receive integrated advice from a team of experts. The result for CCM clients is a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and most importantly, peace of mind.
    • location

      Headquarters:11 Bridge Square , Northfield, Minnesota, United States

      More
    • Carlson Capital Management phone

      Phone Number: +1 507-645-8887

    • Carlson Capital Management website

      Website: https://www.carlsoncap.com

    • Carlson Capital Management employees

      Employees:47

    • Carlson Capital Management revenue

      Revenue:$1 - 10M

    • Carlson Capital Management legal name

      Legal Name:Carlson Capital Management

    • Carlson Capital Management's Social Media

      Carlson Capital Management linkedin Carlson Capital Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Marketing And Communications Officer And Management Team Member for Carlson Capital Management

    Kelly Irvine

    Chief Marketing And Communications Officer And Management Team Member

    Person level website visitor identification

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    View Employees

    Kelly Irvine

    Chief Marketing And Communications Officer And Management Team Member

    Adam Hoffmann

    Chief Investment Officer

    Jeff Carlson

    Founder And Principal Of Carlson Capital Management

    Janelle Schrupp

    Director Of Estate Planning

    Kevin Koski

    Director Of Tax And Trust Services

    Frequently Asked Questions regarding Carlson Capital Management

    • Where are Carlson Capital Management's Headquarters?

      Carlson Capital Management's Headquarters are in 11 Bridge Square ,Northfield,Minnesota,United States

    • What is Carlson Capital Management's phone number?

      Carlson Capital Management's phone number is +1 507-645-8887

    • What is Carlson Capital Management's official website?

      Carlson Capital Management's official website is https://www.carlsoncap.com

    • What is Carlson Capital Management's Revenue?

      Carlson Capital Management's revenue is $1 - 10M

    • What is Carlson Capital Management's NAICS code?

      Carlson Capital Management's NAICS code is 523930

    • How many employees are working in Carlson Capital Management

      Carlson Capital Management has 47 employees

    • What is Carlson Capital Management's Industry?

      Carlson Capital Management is in the industry of Financial Services

    • Who is Carlson Capital Management's Chief Marketing And Communications Officer And Management Team Member?

      Carlson Capital Management's Chief Marketing And Communications Officer And Management Team Member is Kelly Irvine

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