What departments does Carson Wealth have?

Carson Wealth has employees across 2 departments including Finance, Administrative.

What is the largest department at Carson Wealth?

The largest department at Carson Wealth is Finance with 3 employees.

Where are Carson Wealth employees located globally?

Carson Wealth has employees across 3 continents and 4 countries including Singapore, United States Of America, Panama, Peru.

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

Carson Wealth's team has grown from approximately 270 to 278 employees based on available data.

Carson Wealth Employee Directory

Q: Who are Carson Wealth's key employees and leadership?

Carson Wealth's key employees include: Financial Advisor, Founder, Ceo: O. C., CEO: D. S., Chief Financial Officer: A. O. C., President: D. H..

Financial ServicesNebraska, United States201-500 Employees

Carson Wealth, based in Omaha, Nebraska, operates in the financial services sector, offering holistic financial planning, disciplined investment strategies, and proactive personal service to clients. The firm aims to help clients achieve True Wealth—a level of prosperity that goes beyond money and cannot be taken away—and is positioned as one of the largest wealth advisory firms in the United States. Securities are offered through Cetera Advisor Networks LLC, which operates under separate ownership from Carson Wealth, while investment advisory services are provided through CWM, LLC, an SEC-registered adviser. Barron's Magazine has consistently named Carson Wealth Management Group among the top independent wealth management firms in the nation, reflecting its long-standing industry recognition. In March 2026, Carson Group announced the acquisition of Applied Financial Planning, expanding its network.

Carson Wealth Global Highlights

North America
384

United States Of America
383
Panama
1

Asia
1

Singapore
1

South America
1

Peru
1

Carson Wealth's Leadership

D. S.
CEO
Mobile Phone
Email
A. O. C.
Chief Financial Officer
Mobile Phone
Email
D. H.
President
Mobile Phone
Email
O. C.
Financial Advisor, Founder, Ceo
Mobile Phone
Email
P. W.
Managing Partner
Mobile Phone
Email
T. K. H.
Managing Partner, Wealth Advisor, Visionary
Mobile Phone
Email
G. W.
Managing Partner, Wealth Advisor
Mobile Phone
Email
M. G. C. C.
Wealth Advisor, Partner
Mobile Phone
Email

Carson Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business Development
Entrepreneurship
Support
Other

Contact profiles from Carson Wealth

Name

Title

Contact Info

Location

Last Update

O. C.
Financial Advisor, Founder, Ceo
Mobile Phone
Email
United StatesNebraska
Jun 10, 2026
P. W.
Managing Partner
Mobile Phone
Email
United StatesNebraska
Jun 10, 2026
T. K. H.
Managing Partner, Wealth Advisor, Visionary
Mobile Phone
Email
United StatesUtah
Jun 10, 2026
G. W.
Managing Partner, Wealth Advisor
Mobile Phone
Email
United StatesColorado
Jun 10, 2026
M. G. C. C.
Wealth Advisor, Partner
Mobile Phone
Email
United StatesArizona
Jun 10, 2026
A. O. C.
Chief Financial Officer
Mobile Phone
Email
United StatesFlorida
Mar 24, 2026
H. W.
Partner & Wealth Advisor
Mobile Phone
Email
United StatesKansas
Jun 10, 2026
T. V.
Managing Partner, Wealth Advisor
Mobile Phone
Email
United States
Jan 27, 2026
K. T.
Managing Partner
Mobile Phone
Email
United StatesColorado
Mar 26, 2026
A. S.
Senior Wealth Advisor / Equity Partner At Carson Wealth
Mobile Phone
Email
United StatesMaryland
Oct 10, 2024

Frequently Asked Questions

What is Carson Wealth known for?

Carson Wealth was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 13321 California Street Dodge Plaza 1st Floor Omaha, Nebraska 68154 United States; you can contact the main corporate office by phone at

+1-402-330-****

. Explore Carson Wealth's company overview page for more information.

What is Carson Wealth's most common email format?

Carson Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carson Wealth email formats with LeadIQ.

How many employees does Carson Wealth have currently?

Carson Wealth has approximately 315 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaSouth America.

Who are Carson Wealth's key employees and leadership?

As of June 2026, Carson Wealth's key employees include:

CEO: D. S.
Chief Financial Officer: A. O. C.
President: D. H.
Financial Advisor, Founder, Ceo: O. C.
Managing Partner: P. W.

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Carson Wealth Employee Directory

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