CLOs on the Move

Carson Group

www.carsongroup.com

 
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Julie Pine
 Chief Legal Officer Profile

Similar Companies

MCBC

Michigan Chinese Business Club (MCBC) is a premier business club at the Ross School of Business at the Universtiy of Michigan.

Oakland County Credit Union

Oakland County Credit Union is a Waterford, MI-based company in the Financial Services sector.

RBC Clearing & Custody

RBC Clearing & Custody is a leading provider of clearing and custody services for successful financial services businesses. They offer a broad range of wealth management, institutional, capital markets banking and technology capabilities.

Ascentra Credit Union

Ascentra Credit Union is a Bettendorf, IA-based company in the Financial Services sector.

Warren Averett

Warren Averett has grown substantially over the last few years to become one of the largest accounting firms in the Southeastern region, ranking among the top 30 firms in the United States. With 800 employees and 350 CPAs, Warren Averett offers depth and experience in a variety of industries including healthcare, manufacturing, financial services, construction, real estate, aerospace and defense, life sciences and technology, nonprofit and public sector, with services that span beyond audit and tax to include wealth management, staffing and recruiting, technology consulting, financial outsourcing, retirement plan administration and investments. Our 15 office locations include Birmingham, Huntsville, Mobile, Montgomery, Cullman, Anniston, and Foley, Alabama; Panama City Pensacola, Fort Walton Beach, Destin and Tampa, Florida; Atlanta, Georgia; and affiliate offices in Houston, Texas and the Cayman Islands.