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Carlson Capital Management

Carlson Capital Management


Financial Services & PlanningInvesting

About Us

As trusted advisors for 30 years, our approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.


Senior Integrated Wealth Advisor
Category: Financial Services
At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a highly collaborative more
Contact: Jackie Finkbeiner
Phone:(952) 252-3919
Fax:(507) 645-6408

Rep/Contact Info

Kelly Irvine

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