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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
72

Minus sign iconPlus sign icon
  • United States Of America
    72

Carlson Capital Management's Leadership

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

Carlson Capital Management Employee Metrics

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

Contact profiles from Carlson Capital Management

Name
Title
Contact
Location
Last Update
  • Associate Integrated Wealth Advisor at Carlson Capital Management
    B. L.
    Associate Integrated Wealth Advisor
    Mobile Phone
    Oct 21, 2024
  • Client Servicing Representative at Carlson Capital Management
    C. J.
    Client Servicing Representative
    Mobile Phone
    Jul 07, 2024
  • Associate Integrated Wealth Advisor at Carlson Capital Management
    D. O.
    Associate Integrated Wealth Advisor
    Mobile Phone
    Oct 17, 2024
  • Support Specialist at Carlson Capital Management
    J. R.
    Support Specialist
    Mobile Phone
    Oct 16, 2024
  • Investment Specialist at Carlson Capital Management
    J. L.
    Investment Specialist
    Mobile Phone
    Jun 08, 2026
  • Operations Specialist at Carlson Capital Management
    L. W.
    Operations Specialist
    Mobile Phone
    Oct 22, 2024
  • Tax Advisor at Carlson Capital Management
    P. W.
    Tax Advisor
    Mobile Phone
    Oct 23, 2024
  • Associate Integrated Wealth Advisor at Carlson Capital Management
    R. C.
    Associate Integrated Wealth Advisor
    Mobile Phone
    Jul 21, 2022
  • Tax Advisor at Carlson Capital Management
    T. A.
    Tax Advisor
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Carlson Capital Management known for?

Minus sign iconPlus sign iconCarlson Capital Management was founded in 1987 and operates in the Financial Services industry. You can contact Carlson Capital Management's 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 First@carlsoncap.com. 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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