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

Crow Wing Power Credit Union

Crow Wing Power Credit Union is a Brainerd, MN-based company in the Financial Services sector.

American Beacon Advisors

American Beacon Advisors is a Fort Worth, TX-based company in the Financial Services sector.

Cape One Financial

Cape One Financial is a New York, NY-based company in the Financial Services sector.

Finova Financial

Finova Financial is a socially responsible lender that provides fast affordable loans based on the equity in your car, to the 70 million financially underserved Americans that spend $138 billion in fees and interest annually.

First Business Bank

We`re passionate about helping businesses and people. Since the day our doors opened in 1990, we`ve believed that success relies on putting people first – our clients, our employees, our families, and our communities. The result is extremely engaged employees who feel supported and provide unmatched client satisfaction.