Carson Group Holdings (“Carson Group”), one of America’s fastest growing private companies on the Inc. 5000, serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The Inc. 5000 conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.
Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service.
Founded in 1993, Carson Group Coaching is a leading national financial advisor coaching and resource program designed to help growth-minded advisors build their businesses through coaching support, tested tactics, and personalized accountability that drive proven results.
Founded in 2012, Carson Group Partners simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management, and operations for advisor firms.
All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice.
More details at: https://events.unl.edu/cba/2019/04/10/138898/