Carson Wealth Employee Directory
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.
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