Deals & People

Carlson Capital Joins M Financial Network

M Financial Group has announced that Carlson Capital Management has become a Provisional Member Firm.
Reported by PLANADVISER Staff
Carlson Capital Management, based in Northfield, Minnesota, is an independent financial planning and advisory firm that offers a variety of wealth management services to affluent individuals, including investment management and retirement, estate, tax, and philanthropic planning. The new partnership with M Financial Group will enhance the firm’s risk management planning capabilities, according to a press release. M Financial has over 110 Member Firms in 35 states.

Carlson Capital Management was founded in 1986, and is led by Greg Carlson, Jeff Carlson, and Justin Stets. In 1992, Carlson Capital Management had $5 million under management and transitioned to fee-based investment management services; today, the firm manages client assets totaling $650 million.

For more information on Carlson Capital Management, please visit www.carlsoncap.com.

For more information about M Financial Group, please visit www.mfin.com.