Carson Wealth - Financial Advisory Firm in Omaha, NE

VETTED

Tel: 888-829-1791 14600 Branch Street Omaha, NE 68154

Find Your Freedom

About Carson Wealth

Get wealth management and financial advice from Carson Partner's award-winning network of fiduciary advisors. Let us help you define your why and create a financial plan designed to let you live out your unique vision of freedom. Ranked by Barron's as one of the Top RIA Firms in the nation, Carson currently manages $21 billion in assets, serving over 45,000 families through its network of more than 460 financial advisors in 190+ offices throughout the country.

See Disclosures

General Information

Firm Start Year:

1983

No. of Employees:

100-499 Employees

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses

Services

Investment Types:

Mutual Funds, Stocks, Alternative Investments

Can meet clients in the following ways:

Your Office, Email, Phone, Our Offices, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$100,000+

Compensation Methods:

Based on Assets

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

Barron's Top RIA Firms: Awarded to Carson Group (2021, 2022) Barron's rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor.

WiserAdvisor provides referrals to CWM, LLC. WiserAdvisor is not a current client of advisor or advisory services. CWM, LLC pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Details regarding the fee structure can be found here:

https://www.wiseradvisor.com/disclosure/1890765/wiseradvisor-carson-wealth-detailed-disclosure.html

Firm CRD# 155344

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 6:00 PM

Tuesday9:00 AM - 6:00 PM