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Callie Geist

Senior Integrated Wealth Advisor at Carlson Capital Management

  • LinkedIn

Email Email: c****@carlsoncap.com

phone noPhone Number: (***)-***-****

I enjoy working with families in understanding their goals, values, and objectives in structuring an overall wealth management strategy. At Carlson Capital Management, we are committed to...

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CARLSON CAPITAL MANAGEMENT

CARLSON CAPITAL MANAGEMENT

  • description Description
    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, ...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Carlson Capital Management Org Chart and Mapping

Employees

Cfp® Abbi Kramas

Integrated Wealth Advisor

Cfp® Katy Vermeer

Senior Integrated Wealth Advisor

Cfp® Jeff Carlson

Founder/Principal of Carlson Capital Management

Christa Hurley

Marketing and Communications Generalist

Kevin Koski

Director of Tax &Trust Services

Angie Olson

Talent Acquisition Specialist

Ginger Church

Senior Executive Assistant

Frequently Asked Questions Regarding Callie Geist

Answer: Callie Geist works for Carlson Capital Management as Senior Integrated Wealth Advisor

Answer: Callie Geist’s role in Carlson Capital Management is Senior Integrated Wealth Advisor

Answer: Callie Geist's email address is c***@gmail.com

Answer: Callie Geist's business email address is c****@carlsoncap.com

Answer: Callie Geist’s direct phone number is (***)-***-****

Answer: Callie Geist works in the industry of: Financial Services

Answer: Callie Geist is the current Senior Integrated Wealth Advisor at Carlson Capital Management.... Read More

Answer: Callie Geist works Carlson Capital Management located at 11 BRG Sq, Northfield, Minnesota, 55057, United States

Answer: Carlson Capital Management's Senior Integrated Wealth Advisor is Callie Geist

Answer: Callie Geist contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@carlsoncap.com

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