Carson Wealth- Financial Advisor Omaha, NE

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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.

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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

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

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.

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890765/paladinregistry-Carson-Wealth-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Carson Wealth