What departments does Carson Wealth have?

Carson Wealth has employees across 11 departments including Operations, Finance, Business Development, Banking, Education.

What is the largest department at Carson Wealth?

The largest department at Carson Wealth is Finance with 17 employees.

Where are Carson Wealth employees located globally?

Carson Wealth has employees across 1 continents and 2 countries including United States Of America, Panama.

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

Carson Wealth's team has grown from approximately 270 to 286 employees based on available data.

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.

Carson Wealth Global Highlights

North America
399

United States Of America
398
Panama
1

Carson Wealth's Leadership

R. C.
Chief Executive Officer And Founder
Mobile Phone
Email
D. H.
President
Mobile Phone
Email
J. W.
Managing Partner & Wealth Advisor
Mobile Phone
Email
B. B.
Partner And Wealth Advisor
Mobile Phone
Email
C. B. M.
Owner And Coach
Mobile Phone
Email
J. C.
Managing Director
Mobile Phone
Email
M. N.
Owner
Mobile Phone
Email
M. B.
Svp, Integrated Offices
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

Location

Last Update

J. W.
Managing Partner & Wealth Advisor
Mobile Phone
Email
Oct 09, 2026
B. B.
Partner And Wealth Advisor
Mobile Phone
Email
Oct 08, 2026
C. B. M.
Owner And Coach
Mobile Phone
Email
Oct 17, 2024
D. H.
President
Mobile Phone
Email
Oct 22, 2024
J. C.
Managing Director
Mobile Phone
Email
Sep 18, 2026
M. N.
Owner
Mobile Phone
Email
Oct 17, 2024
R. C.
Chief Executive Officer And Founder
Mobile Phone
Email
Feb 02, 2026
M. B.
Svp, Integrated Offices
Mobile Phone
Email
Oct 09, 2026
C. L.
Vice President
Mobile Phone
Email
Oct 02, 2026
Z. G.
Vice President
Mobile Phone
Email
Sep 09, 2026

Frequently Asked Questions

What is Carson Wealth known for?

Carson Wealth was founded in 1983 and operates in the Financial Services industry. You can contact Carson Wealth's 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 FLast@carsonwealth.com. 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 341 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Carson Wealth's key employees and leadership?

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

Chief Executive Officer And Founder: R. C.
President: D. H.
Managing Partner & Wealth Advisor: J. W.
Partner And Wealth Advisor: B. B.
Owner And Coach: C. B. M.

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Carson Wealth Employee Directory

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