Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.
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Carlson Capital Management Questions
The Carlson Capital Management annual revenue was $15.8 million in 2026.
Jeff Carlson is the Founder and Principal of Carlson Capital Management of Carlson Capital Management.
27 people are employed at Carlson Capital Management.
Carlson Capital Management is based in Northfield, Minnesota.
The NAICS codes for Carlson Capital Management are [541, 54161, 523, 52, 541611, 54, 5416].
The SIC codes for Carlson Capital Management are [628, 62, 874, 87].
Top Carlson Capital Management Employees
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Nicholas Marentic
Director of Technology at Carlson Capital Management
Saint Paul, MN, US25+ -
John Ostrand
Chief Wealth Advisor at Carlson Capital Management
Minneapolis, MN, US2 -
Andrew Hauskins
Integrated Wealth Advisor at Carlson Capital Management
Northfield, MN, US23 -
Terry Anderson
Systems Administrator at Carlson Capital Management
Minnetonka, MN, US12 -
Tom Nowariak
Trading Manager at Carlson Capital Management
Saint Paul, MN, US12 -
Jake Edin
Tax Advisor at Carlson Capital Management
Saint Paul, MN, US1 -
Amy Rogers
Account Manager at Carlson Capital Management
Boston, MA, US1
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