Carlson Capital Management Employee Directory

Q: What is Carlson Capital Management known for?

Carlson Capital Management was founded in 1987. Carlson Capital Management operates in the Financial Services industry.

Q: How many employees does Carlson Capital Management have currently?

Carlson Capital Management has approximately 51 employees.

Financial ServicesMinnesota, United States51-200 Employees

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.

Find Carlson Capital Management employees' phone numbers or email addresses

Carlson Capital Management Global Highlights

North America
79

United States Of America
79

Carlson Capital Management's Leadership

L. A.
Chief Financial Officer
Mobile Phone
Email
J. O. C.
Chief Wealth Advisor
Mobile Phone
Email
T. C.
President
Mobile Phone
Email
J. C.
Founder/Principal Of Carlson Capital Management
Mobile Phone
Email
G. C.
Managing Partner
Mobile Phone
Email
N. N. M.
Director Of Technology
Mobile Phone
Email
B. C.
Integrated Wealth Advisor, Director Of Client Growth
Mobile Phone
Email
D. E.
Director
Mobile Phone
Email

Contact profiles from Carlson Capital Management

Name

Title

Contact Info

Location

Last Update

K. V.
Senior Integrated Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
M. S.
Senior Customer Service Representative
Mobile Phone
Email
United StatesMinnesota
Oct 17, 2024
N. P.
Principal
Mobile Phone
Email
Oct 17, 2024
P. R.
Senior Tax Advisor
Mobile Phone
Email
United StatesMinnesota
Oct 22, 2024
P. S.
Senior Anaplan Consultant
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
A. H.
Integrated Wealth Advisor
Mobile Phone
Email
United StatesMinnesota
Oct 29, 2025
Z. M.
Paraplanner
Mobile Phone
Email
United StatesMinnesota
Jun 07, 2025
A. S.
Paraplanner
Mobile Phone
Email
United StatesMinnesota
Sep 12, 2025
G. C.
Executive Assistant
Mobile Phone
Email
United StatesMinnesota
Nov 16, 2025
J. L.
Investment Specialist
Mobile Phone
Email
United StatesMontana
Aug 11, 2025

Frequently Asked Questions

What is Carlson Capital Management known for?

Carlson 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?

Carlson 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?

Carlson Capital Management has approximately 51 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Carlson Capital Management's key employees include:

Chief Financial Officer: L. A.
Chief Wealth Advisor: J. O. C.
President: T. C.
Founder/Principal Of Carlson Capital Management: J. C.
Managing Partner: G. C.

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