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Jeffrey Robert Carlson

CCM INVESTMENT GROUP, LLC·NORTHFIELD, Minnesota
Series 6, Series 7, Series 22, Series 63Clean record12 years registeredCCM INVESTMENT GROUP, LLC
11 BRIDGE SQUARE, NORTHFIELD, MN 55057CRD# 1232717Firm CRD# 327915

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Robert Carlson · NORTHFIELD, MN
Registration
CRD #1232717 · CCM INVESTMENT GROUP, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.
Apr 2025 – present
CARLSON CAPITAL MANAGEMENT, LLC
Dec 2015 – May 2025
Hastings, MN
CARLSON CAPITAL MANAGEMENT
Mar 2014 – Dec 2015
NORTHFIELD, MN
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 63
Registration record
First registered · March 20, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CCM INVESTMENT GROUP, LLC
CRD 327915 · SEC 801-128708
AUM
$869M
Regulatory assets under management
Employees
3
1 client accounts
Services offered by CCM INVESTMENT GROUP, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at CCM INVESTMENT GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeffrey Robert Carlson offer?
Jeffrey Robert Carlson specializes in Investment Management, Fee-Only Advisory. Contact their office in NORTHFIELD, Minnesota for a consultation.
What are Jeffrey Robert Carlson's credentials?
Jeffrey Robert Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Robert Carlson located?
Jeffrey Robert Carlson is based in NORTHFIELD, Minnesota, working with CCM INVESTMENT GROUP, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Jeffrey Robert Carlson charge for services?
Jeffrey Robert Carlson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CCM INVESTMENT GROUP, LLC?
CCM INVESTMENT GROUP, LLC has approximately 3 employees and manages $869M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CCM INVESTMENT GROUP, LLC

Justin Daniel Stets
NORTHFIELD, MN
Gregory Alan Carlson
NORTHFIELD, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
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Research
Advisor Fees in MinnesotaNational Fee Analysis
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