Carlson Capital Management

0 followers

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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... Read more

Industries

Banking, Insurance

Headquarters

Employees

Links

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Gregory A. Carlson

CEO and Founder

Gregory A. Carlson

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Technology Manager

Director Of Tax Services

Cfp® Jason Kley Aif®

Director Of Operational Excellence/financial Planning

Principal Tax Advisor

Director Of Operations And Client Service

Cfp® Adam Hoffmann Aif®

Chief Investment Officer

Aif® Justin Stets

Chief Executive Officer

Heather Novotny

Executive Assistant

Teams

Client Services Team

7 members

Investment and Financial Planning

7 members

Operations and Client Service

6 members

Leadership Team

3 members

Tax Services

3 members

Technology and Business Analysis

3 members

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