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Carlson Capital Management Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Carlson Capital Management (CCM) is a small- to mid-sized financial services firm based in Northfield, Minnesota, founded in 1987. It operates as a comprehensive wealth management and fiduciary advisor, coordinating investment, estate, retirement, risk management, and philanthropic planning into an integrated program. The firm provides integrated guidance through a collaborative team, helping high net worth individuals and families gain a clearer view of how the pieces of wealth fit together. The client experience emphasizes coordinated, holistic wealth management rather than isolated services.
The firm operates within the financial services industry, targeting high net worth individuals and families who require integrated, fiduciary-focused guidance. It has been recognized as a top workplace in Minnesota in recent years, including 2024.

Find Carlson Capital Management employees' phone numbers or email addresses

Carlson Capital Management Global Highlights

Location
Employees

North America
75

Minus sign iconPlus sign icon
  • United States Of America
    75

Carlson Capital Management's Leadership

  • Stylized image of a person
    T. C.
    President
    Mobile Phone
  • Stylized image of a person
    J. C.
    Founder/Principal Of Carlson Capital Management
    Mobile Phone
  • Stylized image of a person
    D. E.
    Director
    Mobile Phone
  • Stylized image of a person
    K. T.
    Director Of Tax Services
    Mobile Phone
  • Stylized image of a person
    N. M.
    Director Of Technology
    Mobile Phone
  • Stylized image of a person
    T. J.
    Director Of Operations And Technology
    Mobile Phone
  • Stylized image of a person
    A. H.
    Marketing And Office Manager
    Mobile Phone
  • Stylized image of a person
    C. C.
    Manager
    Mobile Phone

Carlson Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Business
  • Information Technology
  • Recruiting
  • Other
  • Sales
  • Accounting

Contact profiles from Carlson Capital Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. C.
    Founder/Principal Of Carlson Capital Management
    Mobile Phone
    Jul 06, 2026
  • Stylized image of a person
    T. C.
    President
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. E.
    Director
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    K. T.
    Director Of Tax Services
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    N. M.
    Director Of Technology
    Mobile Phone
    Jul 16, 2026
  • Stylized image of a person
    T. J.
    Director Of Operations And Technology
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    A. H.
    Marketing And Office Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. C.
    Manager
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. C.
    Manager
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    A. H.
    Senior Integrated Wealth Advisor-Capital Management Team
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Carlson Capital Management known for?

Minus sign iconPlus sign iconCarlson Capital Management was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-507-645-****
. Explore Carlson Capital Management's company overview page for more information.

What is Carlson Capital Management's most common email format?

Minus sign iconPlus sign iconCarlson Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carlson Capital Management email formats with LeadIQ.

How many employees does Carlson Capital Management have currently?

Minus sign iconPlus sign iconCarlson Capital Management has approximately 15 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Carlson Capital Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Carlson Capital Management's key employees include:

  • President: T. C.
  • Founder/Principal Of Carlson Capital Management: J. C.
  • Director: D. E.
  • Director Of Tax Services: K. T.
  • Director Of Technology: N. M.

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