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 DisclosuresGeneral 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
I provide a free initial consultation:
Yes
Preferred meeting methods
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
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.
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
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
Research This Advisor
Talk to an AdvisorFINRA/SEC Registered Advisors
Your Information is Safe and Secure
