M and A
Carson Wealth Adds Team, Expands Nebraska Footprint
The group has expanded via a number of additions in recent months.
Omaha-headquartered Carson Wealth has
added its 13th wholly-owned office with a new location in
Elkhorn, Nebraska.
The three-person team, managing more than $163 million in
assets, will be led by managing directors and wealth advisors,
David Carroll and Jon Springer along with client services
manager, Jessica Fricke.
Carson Group manages $34 billion in assets and serves more than
49,000 families among its advisory network of more than
150 partner offices, including more than 50 Carson Wealth
locations.
Earlier in February, Carson Wealth added two new offices in
Hanover, New Hampshire, and Chester, Vermont, part of a strategic
partnership with Fisher Financial Advisors, which are now
rebranded as Carson Wealth.
In January, Carson Wealth added White Ember Financial Planning to its network – a move that built Carson’s first location in Missouri.
