Jeff Carlson, Greg Carlson and Justin Stets of Carlson Capital Management Honored With the 2015 Five Star Wealth Manager Award

Share Article

Jeff Carlson, Greg Carlson and Justin Stets named three of Minneapolis/St. Paul’s outstanding wealth managers.

Five Star Professional is pleased to announce Jeff Carlson, Greg Carlson and Justin Stets of Carlson Capital Management, have been chosen as three of Minneapolis/St. Paul’s Five Star Wealth Managers for 2015.

“As fiduciaries, we believe in an independent, integrated, fee-based and team approach to serving clients. The growth of our firm over more than twenty-five years, and at $1 billion in assets, seems to reflect the value Twin Cities area families place in that model." stated Jeff Carlson.

Five Star Professional partnered with Mpls. St. Paul Magazine and Twin Cities Business to recognize a select group of Minneapolis/St. Paul area wealth managers who provide quality services to their clients. Jeff Carlson, Greg Carlson and Justin Stets are featured, along with other award winners, in a special section of the January issue.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

“Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve,” Jim Olson, CEO, Five Star Professional.

About the research process:

Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.

Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.

Self nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. For detailed information on the Five Star Wealth Manager research methodology visit

About Carlson Capital Management
Carlson Capital Management, Inc. (CCM) is a comprehensive wealth management firm with Minnesota offices in Northfield, Hastings, Bloomington and Rochester. The firm was founded in 1987, and is led by Greg Carlson, Jeff Carlson and Justin Stets. Managing more than $1 billion in assets and serving a select group of 650 clients in Minnesota and throughout the country, CCM brings together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management. The firm serves financially established individuals and families, business owners and non-profit organizations. A fee-based structure provides clients with independent insight and an ethical, transparent relationship. For more than twenty-five years, Carlson Capital Management has been a trusted advisor for clients seeking competent advice and management of their financial lives.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Alicia Streiber

Kelly Irvine