LeadIQ logo
Learn more at LeadIQ.com
Carson Group logo

Carson Group Employee Directory

Financial ServicesNebraska, United States201-500 Employees

Carson Group operates in the financial services sector as a wealth-advisory platform that supports independent financial advisors through its Carson Group Partners network, delivering advisory services via CWM, LLC, an SEC-registered investment adviser. Headquartered in Omaha, Nebraska, the firm is described as mid-sized and employs several hundred people. Its model emphasizes enabling advisors to manage client relationships through a suite of services, including private client offerings and estate planning to support multi-generational planning and client retention. In 2026, Carson Group expanded its advisor ecosystem through a partnership that adds Tungsten Wealth Management to its independent channel. The company has also pursued geographic and capability growth, including expanding its Utah footprint with a full integration of Carson Wealth in Murray.

Find Carson Group employees' phone numbers or email addresses

Carson Group Global Highlights

Location
Employees

North America
376

Minus sign iconPlus sign icon
  • United States Of America
    361
  • Mexico
    15

Europe
5

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Croatia
    1
  • France
    1

Africa
2

Minus sign iconPlus sign icon
  • Kenya
    1
  • Ghana
    1

Asia
2

Minus sign iconPlus sign icon
  • Sri Lanka
    2

South America
1

Minus sign iconPlus sign icon
  • Brazil
    1

Carson Group's Leadership

  • Chief Executive Officer at Carson Group
    B. W.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer at Carson Group
    C. B.
    Chief Executive Officer
    Mobile Phone
  • Chief Marketing Officer at Carson Group
    H. R. C.
    Chief Marketing Officer
    Mobile Phone
  • Chief Operating Officer at Carson Group
    D. T.
    Chief Operating Officer
    Mobile Phone
  • Chief Technology Officer at Carson Group
    J. G.
    Chief Technology Officer
    Mobile Phone
  • Founder And Chief Executive Officer at Carson Group
    R. C.
    Founder And Chief Executive Officer
    Mobile Phone
  • Senior Vice President - Mergers & Acquisitions at Carson Group
    M. B.
    Senior Vice President - Mergers & Acquisitions
    Mobile Phone
  • Vice President, Business Consulting at Carson Group
    J. A. P.
    Vice President, Business Consulting
    Mobile Phone

Carson Group Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Analytics
  • Marketing
  • Operations
  • Arts & Design
  • Other
  • Finance
  • Banking
  • Accounting
  • Product Management
  • Business
  • Human Resources
  • Consultant
  • Support

Contact profiles from Carson Group

Name
Title
Contact
Location
Last Update
  • Chief Executive Officer at Carson Group
    B. W.
    Chief Executive Officer
    Mobile Phone
    Aug 03, 2026
  • Chief Marketing Officer at Carson Group
    H. R. C.
    Chief Marketing Officer
    Mobile Phone
    Jun 03, 2026
  • Chief Operating Officer at Carson Group
    D. T.
    Chief Operating Officer
    Mobile Phone
    Aug 02, 2026
  • Chief Executive Officer at Carson Group
    C. B.
    Chief Executive Officer
    Mobile Phone
    United Kingdom, England
    Aug 29, 2026
  • Founder And Chief Executive Officer at Carson Group
    R. C.
    Founder And Chief Executive Officer
    Mobile Phone
    Feb 02, 2026
  • Chief Technology Officer at Carson Group
    J. G.
    Chief Technology Officer
    Mobile Phone
    Mexico, Puebla
    Aug 22, 2026
  • Senior Vice President - Mergers & Acquisitions at Carson Group
    M. B.
    Senior Vice President - Mergers & Acquisitions
    Mobile Phone
    Aug 26, 2026
  • Vice President, Business Consulting at Carson Group
    J. A. P.
    Vice President, Business Consulting
    Mobile Phone
    Jun 27, 2026
  • Assistant Vice President at Carson Group
    J. F.
    Assistant Vice President
    Mobile Phone
    Sri Lanka, Western Province
    Feb 04, 2026
  • Associate Vice President, Business Development at Carson Group
    K. W.
    Associate Vice President, Business Development
    Mobile Phone
    Oct 19, 2023

Frequently Asked Questions

What is Carson Group known for?

Minus sign iconPlus sign iconCarson Group operates in the Financial Services industry. Explore Carson Group's company overview page for more information.

What is Carson Group's most common email format?

Minus sign iconPlus sign iconCarson Group employees' email format typically follows the pattern of FLast@carsongroup.com. Trying to find reliable and up-to-date employee contact data? Find more Carson Group email formats with LeadIQ.

How many employees does Carson Group have currently?

Minus sign iconPlus sign iconCarson Group has approximately 404 employees as of August 2026. These team members are located across 5 continents, including North America, Europe and Africa.

Who are Carson Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Carson Group's key employees include:

  • Chief Executive Officer: B. W.
  • Chief Executive Officer: C. B.
  • Chief Marketing Officer: H. R. C.
  • Chief Operating Officer: D. T.
  • Chief Technology Officer: J. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.