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Carson Group

Omaha, Nebraska

Website:

https://www.carsongroup.com/

155344

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Omaha, Nebraska

Website:

https://www.carsongroup.com/

Leadership Interview

Company Details

Approximate AUM

$41,600,000,000

Fee model

Hybrid Flexible

Number of employees

486

Custodians

Schwab

Fidelity

Cetera

Pershing

Description

Having embarked on a journey in business coaching, Carson leveraged its acquired insights to empower others in their pursuit of business growth and achievement. Carson firmly subscribes to the notion that once individuals discover their own freedom, they are better equipped to guide clients on a similar path. This unwavering belief fuels Carson's commitment to aiding advisors in running their operations more efficiently, facilitating growth through a proven roadmap, and enabling them to relish the lives they have diligently constructed. Today, Carson stands as a national firm, equipped with a wealth of resources, knowledge, and unwavering support for its advisors.

Locations

960 School St Napa CA 94559

9801 Giles Rd Ste A La Vista NE 68128

99 S Main St Ste 351 Fall River MA 02721

9500 N 129th East Ave Ste 106 Owasso OK 74055

9201 Rockville Rd Indianapolis IN 46234

888 Haines Ste 218 Liberty MO 64068

8505 Technology Forest Pl Ste 404 Spring TX 77381

835 3rd Ave SE Cedar Rapids IA 52403

800 Maine Ave SW Ste 200 Washington DC 20024

8280 Ymca Plaza Dr Bldg 4 Baton Rouge LA 70810

7958 Via Dellagio Way Ste 300 Orlando FL 32819

795 Franklin Ave Ste 202 Franklin Lakes NJ 07417

7910 Woodmont Ave Ste 900 Bethesda MD 20814

7609 Grandview Ave Arvada CO 80002

7557 Rambler Rd Ste 1010 Dallas TX 75231

7490 N La Cholla Blvd Tucson AZ 85741

7418 Brighton Rd Pittsburgh PA 15202

7363 Rockpoint Ln Tyler TX 75703

728 Florsheim Dr Libertyville IL 60048

4949 Meadows Rd Ste 600 Lake Oswego OR 97035

7201 W 129th St Overland Park KS 66213

7220 N 16th St Ste C Phoenix AZ 85020

7117 W Hood Pl Ste 120 Kennewick WA 99336

609 Celebration Ave Kissimmee FL 34747

702 Washington St Pella IA 50219

7025 W Grandridge Blvd Ste B Kennewick WA 99336

703 Broadway St Ste 605 Vancouver WA 98660

70 N State St Warren PA 16365

7 W Way Ct Lake Jackson TX 77566

6910 S Cimarron Rd Ste 210 Las Vegas NV 89113

6750 Poplar Ave Ste 505 Germantown TN 38138

6633 Frank Ave NW North Canton OH 44720

655 S Alta Ave Dinuba CA 93618

6360 I 55 N Ste 240 Jackson MS 39211

4915 Cascade Rd SE Grand Rapids MI 49546

626 Veterans Dr Vincennes IN 47591

612 E Tan Tara Cir Ste 100 Sioux Falls SD 57108

601 Union St Ste 2600 Seattle WA 98101

31313 Northwestern Hwy Ste 122 Farmington MI 48334

562 N Main St Ste 100 Kaysville UT 84037

555 Fayetteville St Ste 300 Raleigh NC 27601

5540 Centerview Dr Ste 418 Raleigh NC 27606

55 Post Rd W Ste 218 Westport CT 06880

5295 S Commerce Dr Ste 160 Salt Lake City UT 84107

5403 Eastpark Blvd Madison WI 53718

5060 Pacific Hwy Ste 101 Ferndale WA 98248

5263 Plymouth Rd Ann Arbor MI 48105

5101 Lexington Sq Amarillo TX 79119

50 E Rivercenter Blvd Ste 1225 Covington KY 41011

4800 N Scottsdale Rd Ste 1900 Scottsdale AZ 85251

4650 Moore St Okemos MI 48864

4400 W 109th St Ste 250 Leawood KS 66211

4640 E FM 1187 Burleson TX 76028

4609 Bluebonnet Blvd Ste A Baton Rouge LA 70809

4555 Wilson Ave SW Grandville MI 49418

4101 Greenbriar Dr Ste 236 Houston TX 77098

42 7th Ave SW Ste 102 Cedar Rapids IA 52404

410 California Ave Ste 200 Reno NV 89509

4085 Hager St SE Ste 100 Salem OR 97317

400 Renaissance Ctr Ste 2600 Detroit MI 48243

3741 Douglas Blvd Ste 310 Roseville CA 95661

4025 Automation Way Unit B-4 Fort Collins CO 80525

400 Capitol Mall Ste 900 Sacramento CA 95814

4 N Park Dr Ste 402 Cockeysville MD 21030

4 Cityplace Dr Ste 400 Saint Louis MO 63141

2727 Spring Arbor Rd Jackson MI 49203

3772 Fashion Square Blvd Saginaw MI 48603

380 Southpointe Blvd Ste 200 Canonsburg PA 15317

3711 John F Kennedy Pkwy Ste 240 Fort Collins CO 80525

3384 Peachtree Rd NE Ste 260 Atlanta GA 30326

37 Milwaukee Ave E Fort Atkinson WI 53538

3178 Gabel Rd Ste 1 Billings MT 59102

1300 Godward St NE Ste 3900 Minneapolis MN 55413

301 Centre St Fernandina Beach FL 32034

10142 Brooks School Rd Ste 198 Fishers IN 46037

3006 Bee Caves Rd Ste A-200 Austin TX 78746

300 Plaza Dr Ste 300 Littleton CO 80129

2905 E 46th St Indianapolis IN 46205

2642 E 21st St Ste 280 Tulsa OK 74114

2674 Peoples St Ste 10 Johnson City TN 37604

2625 N Bridge St Yorkville IL 60560

255 W Uwchlan Ave Ste 200 Downingtown PA 19335

260 Lookout Pl Ste 106 Maitland FL 32751

257 Riverside Ave Fl 1 Westport CT 06880

25415 Southfield Rd Southfield MI 48075

250 Camino Alto Ste 200 Mill Valley CA 94941

2425 N Woodbine Rd Ste B & E Saint Joseph MO 64506

2370 Kerner Blvd Ste 350 San Rafael CA 94901

2324 Cheek Sparger Rd Bedford TX 76021

2311 Biscayne Dr Ste 140 Little Rock AR 72227

230 S New York Ave Ste 200 Winter Park FL 32789

22601 N 19th Ave Ste 118 Phoenix AZ 85027

228 Main St New London NH 03257

230 S 2nd St Ste 201 Yakima WA 98901

225 W Austin Blvd Nevada MO 64772

225 Foxboro Blvd Ste 102 Foxboro MA 02035

2241 Douglas Blvd Ste 250 Roseville CA 95661

2150 S 1300 E Ste 500 Salt Lake City UT 84106

221 W Main Ave Ste 200 Spokane WA 99201

220 N Smith St Ste 220 Palatine IL 60067

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Qualified / Non Qualified Plans

Tax Preparation

Corporate Trustee Services

Tax Planning

Recent News

Carson Announces Deal with Sweet Financial

Carson Group, a leading wealth management and financial services firm, announced its second largest deal to date with the addition of Sweet Financial Partners, a $1 billion AUA firm based in Fairmont, Minnesota. This strategic move marks a significant milestone in Carson's growth trajectory and reinforces its position as a premier wealth management organization.

Carson Wealth widens Montana footprint with True North partnership

The firm has secured its second location in Billings with a six-person advisory team managing over $400M in assets.

Turn and face the change

It’s been a year of C-suite maneuvering at Carson Group, but CEO Burt White says the firm is now ready to build on his predecessor’s famous legacy.

Carson Wealth Acquires $400M Montana RIA

Carson Wealth has acquired True North Financial, a six-person advisor team managing more than $400 million in Billings, Mont., according to a press release.

Carson Wealth Expands Presence in Three States

Advisor Scott Ford has a rich history of growth and M&A success with Carson

Carson Wealth Acquires $400M Montana RIA

Carson Wealth establishes its second Billings, Mont. location with the acquisition of True North Financial.

https://www.wealthmanagement.com/ria-news/carson-acquires-1b-minnesota-ria#:~:text=Carson%20Acquires%20%241B%20Minnesota%20RIA

The acquisition of Sweet Financial is Carson’s second-largest deal to date.

Carson Group Buys $1 Billion RIA in Minnesota

Carson Wealth Expands East: $180M Firm Paves the Way for Growth in New Hampshire and Vermont

Carson Wealth is expanding into the East with the addition of two new offices in Hanover, New Hampshire, and Chester, Vermont. The move comes as part of a strategic partnership with Fisher Financial Advisors, which will now be rebranded to Carson Wealth. These will be the first Carson Wealth locations in both states, showcasing the firm’s commitment to extending its reach and impact.

Carson Announces Deal with Sweet Financial

Carson Group a leading wealth management and financial services firm, announced its second-largest deal to date with the addition of Sweet Financial Partners, a $1 billion AUA firm based in Fairmont, Minnesota. This strategic move marks a significant milestone in Carson’s growth trajectory and reinforces its position as a premier wealth management organization.

Carson Wealth Expands Montana Presence with the Addition of True North Financial

Carson Wealth announced the expansion of its Montana presence through a strategic partnership with Billings-based True North Financial, now known as Carson Wealth | True North Financial. This collaboration establishes Carson’s second Billings location. The six-person team, led by managing partner, wealth advisor, Ty Vogele, and wealth advisors David Guenthner, CEPA ® and Ryan Wittman, AIF®, manages over $400 million in assets.

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

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Show your interest

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Qualified / Non Qualified Plans

Tax Preparation

Corporate Trustee Services

Tax Planning

Carson Group

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Carson Group's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Carson Group

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Carson Group's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Want to know your match confidence with this buyer?