What departments does Carson Group have?

Carson Group has employees across 14 departments including Entrepreneurship, Marketing, Operations, Engineering, Business.

What is the largest department at Carson Group?

The largest department at Carson Group is Entrepreneurship with 3 employees.

Where are Carson Group employees located globally?

Carson Group has employees across 5 continents and 8 countries including Kenya, Ghana, Sri Lanka, United Kingdom Of Great Britain And Northern Ireland, France.

How has Carson Group's team size changed over time?

Carson Group's team has decreased from approximately 356 to 250 employees based on available data.

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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.

Carson Group Global Highlights

North America
367

United States Of America
352
Mexico
15

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
France
1

Africa
2

Kenya
1
Ghana
1

Asia
2

Sri Lanka
2

South America
1

Brazil
1

Carson Group's Leadership

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

Carson Group Employee Metrics

100%

50%

2026

2025

Engineering
Analytics
Marketing
Operations
Arts & Design
Other
Finance
Banking
Accounting
Product Management
Business
Human Resources
Consultant

Contact profiles from Carson Group

Name

Title

Contact Info

Location

Last Update

B. W.
Chief Executive Officer
Mobile Phone
Email
Jun 26, 2026
H. R. C.
Chief Marketing Officer
Mobile Phone
Email
Jun 03, 2026
D. T.
Chief Operating Officer
Mobile Phone
Email
May 15, 2026
C. B.
Chief Executive Officer
Mobile Phone
Email
United KingdomEngland
Jun 13, 2024
R. C.
Founder And Chief Executive Officer
Mobile Phone
Email
Feb 02, 2026
J. G.
Chief Technology Officer
Mobile Phone
Email
MexicoPuebla
Mar 15, 2026
M. B.
Senior Vice President - Mergers & Acquisitions
Mobile Phone
Email
Jul 17, 2026
J. A. P.
Vice President, Business Consulting
Mobile Phone
Email
Jun 27, 2026
J. F.
Assistant Vice President
Mobile Phone
Email
Sri LankaWestern Province
Feb 04, 2026
K. W.
Associate Vice President, Business Development
Mobile Phone
Email
Oct 19, 2023

Frequently Asked Questions

What is Carson Group known for?

Carson 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?

Carson Group employees' email format typically follows the pattern of . 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?

Carson Group has approximately 397 employees as of July 2026. These team members are located across 5 continents, including North AmericaEuropeAfrica.

Who are Carson Group's key employees and leadership?

As of July 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.

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Carson Group Employee Directory

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