Carson Wealth
14600 Branch Street
Omaha, NE 68154
8888291791
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
Firm CRD#
155344
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
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
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.
RothIRA.org provides referrals to CWM, LLC. RothIRA.org is not a current client of advisor or
advisory services. CWM, LLC pay cash compensation for these referrals, which creates the
incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1890765/rothira-Carson-Wealth-detailed-disclosure.html