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Justin Daniel Stets

CCM INVESTMENT GROUP, LLC·NORTHFIELD, Minnesota
Clean record12 years registeredCCM INVESTMENT GROUP, LLC
11 BRIDGE SQUARE, NORTHFIELD, MN 55057CRD# 4021666Firm CRD# 327915

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Daniel Stets · NORTHFIELD, MN
Registration
CRD #4021666 · CCM INVESTMENT GROUP, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.
Mar 2025 – present
CARLSON CAPITAL MANAGEMENT, LLC
Dec 2015 – Sep 2025
NORTHFIELD, MN
CARLSON CAPITAL MANAGEMENT
Jan 2014 – Jan 2016
NORTHFIELD, MN
02

Registrations & Exams

Registration record
First registered · January 29, 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 Justin Daniel Stets offer?
Justin Daniel Stets specializes in Investment Management, Fee-Only Advisory. Contact their office in NORTHFIELD, Minnesota for a consultation.
What are Justin Daniel Stets's credentials?
Justin Daniel Stets is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Daniel Stets located?
Justin Daniel Stets 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 Justin Daniel Stets charge for services?
Justin Daniel Stets'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

Jeffrey Robert Carlson
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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