We recently celebrated two big honors on one day: our recognition as an RIA Team of the Year Excellence Awardee from InvestmentNews, and being named a Star Tribune Top Workplace in Minnesota for the fourth year in a row. We’re grateful to our colleague-owners for living out our values in their work, and grateful to our clients for the trust they place in us. What a privilege it is to live out our vision to enrich the lives of our clients and colleagues. We’re looking forward to continued excellence in the second half of 2024! DISCLOSURES 2024 is the first year of the InvestmentNews awards in which the publication is honoring financial advisors, wealth professionals, and key executives in financial services. The methodology for the awards can be found at: https://lnkd.in/ekP4Tbrc. InvestmentNews engaged an independent judging panel to assess and vote for winners in each category. CCM did not pay a fee to receive this award or receive any compensation for this award. CCM did pay for employee representatives of the firm to attend the award event in June of 2024. The criteria for the Star Tribune's Top Workplace award can be found at: https://lnkd.in/gq6XJAaM. The Star Tribune partnered with an independent organization, Energage, to conduct the research and administer employee surveys in order to determine awardees. The Star Tribune independently honored CCM. CCM did not pay a fee to receive this award or receive any compensation for this award. CCM did not pay to promote the award. CCM did pay for employee representatives of the firm to attend the award event in June of 2024.
Congrats to the Carlson team!
Dad. Husband. Marine. Senior Partner at ETF Architect.
3moA first class company with grade A personnel. Awesome to see this team thrive.