Vetted Advisor's Table

Carson Wealth

Tel: 888-829-1791
14600 Branch Street
Omaha, NE 68154
Carson Wealth | Financial Advisor in Omaha ,NE

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

Talk to an Advisor and GET ANSWERS »

General Information

Firm Start Year:   1983
No. of Employees:   100-499
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning


Investment Types:   Alternative Investments, Mutual Funds, Stocks
Can meet clients in the following ways:   Email, Your Office, Phone, Video Conference, Our Offices

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000+
Compensation Methods:   Based on Assets


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:



Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Social Networks

tweeter facebook linkedin

Nearby Financial Advisors View All Financial Advisors In Nebraska