Carlson Capital Management
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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Verified contacts
21
available on Kipplo
LinkedIn employees
15
51 to 200 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
1
tools in use
Monthly traffic
658
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- JS
Justin Stets
Owner · General Business & Management
EmailPhone - TN
Tom Nowariak
Trading Manager · Finance & Accounting
EmailPhone - BD
Beverly Dewitte
Client Service Representative · Customer/Client Service
EmailPhone - CJ
Carter Justice
Tax Specialist · Finance & Accounting
EmailPhone - JL
Josh Lester
Investment Specialist · Finance & Accounting
EmailPhone - TA
Terry Anderson
Systems Administrator · Information Technology
EmailPhone - JO
John Ostrand
Chief Wealth Advisor · Finance & Accounting
EmailPhone - KK
Kevin Koski
Director of Tax & Trust Services · Finance & Accounting
EmailPhone - AK
Abbi Kramas
Integrated Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Carlson Capital Management
15 distinct titles indexed · top 10 shown.
- 4paraplanner
- 3integrated wealth advisor
- 1account manager
- 1chief wealth advisor
- 1client service representative
- 1customer service representative
- 1director of tax & trust services
- 1integrated wealth advisor, director of client growth
- 1investment specialist
- 1owner
- +5more titles
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