Carson Wealth

Carson Wealth Employee Directory

Financial ServicesUnited States201-500 Employees

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. 

Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why.       

Securities offered through Cetera Advisor Networks LLC, (www.finra.org and www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

Find Carson Wealth employees' phone numbers or email addresses

Carson Wealth Global Highlights

Location
Employees

North America
360

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  • United States Of America
    360

South America
1

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  • Peru
    1

Carson Wealth's Leadership

  • Stylized image of a person
    D. S.
    CEO
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  • Stylized image of a person
    A. O. C.
    Chief Financial Officer
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    R. B.
    Chief Operating Officer
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  • Stylized image of a person
    O. C. H.
    Financial Advisor, Founder, Ceo
    Phone icon
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    P. W.
    Managing Partner
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    T. K. H.
    Managing Partner, Wealth Advisor, Visionary
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  • Stylized image of a person
    M. G. C. C.
    Wealth Advisor, Partner
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  • Stylized image of a person
    T. V.
    Managing Partner, Wealth Advisor
    Phone icon

Contact profiles from Carson Wealth

Name
Title
Contact Info
Location
Last Update
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    O. C. H.
    Financial Advisor, Founder, Ceo
    Phone icon
    United StatesNebraska
    May 21, 2025
  • Stylized image of a person
    P. W.
    Managing Partner
    Phone icon
    United StatesNebraska
    May 29, 2025
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    T. K. H.
    Managing Partner, Wealth Advisor, Visionary
    Phone icon
    United StatesUtah
    May 02, 2025
  • Stylized image of a person
    M. G. C. C.
    Wealth Advisor, Partner
    Phone icon
    United StatesArizona
    May 01, 2025
  • Stylized image of a person
    A. O. C.
    Chief Financial Officer
    Phone icon
    United StatesFlorida
    Feb 12, 2024
  • Stylized image of a person
    T. V.
    Managing Partner, Wealth Advisor
    Phone icon
    United StatesMontana
    May 22, 2025
  • Stylized image of a person
    A. S.
    Senior Wealth Advisor / Equity Partner At Carson Wealth
    Phone icon
    United StatesMaryland
    May 22, 2025
  • Stylized image of a person
    C. G. C.
    Partner & Wealth Advisor
    Phone icon
    United StatesIowa
    May 20, 2025
  • Stylized image of a person
    D. T.
    Managing Director, Partner & Wealth Advisor
    Phone icon
    United StatesUtah
    Jun 05, 2025
  • Stylized image of a person
    G. F.
    Partner & Wealth Advisor
    Phone icon
    United StatesMinnesota
    May 21, 2025

Frequently Asked Questions

What is Carson Wealth known for?

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Carson Wealth was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 13321 California St, Dodge Plaza, 1st Floor Omaha, Nebraska 68154, US; you can contact the main corporate office by phone at . Explore Carson Wealth's company overview page for more information.

What is Carson Wealth's most common email format?

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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?

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Carson Wealth has approximately 267 employees as of June 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Carson Wealth's key employees and leadership?

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As of June 2025, Carson Wealth's key employees include:

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

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