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Carson
Contact Information
Headquarters
14600 Branch Street, Omaha, Nebraska, 68154, United States
(888) 321-0808
Omaha, Nebraska Office
13321 California St, #100, Omaha, Nebraska, 68154, United States
(402) 691-4483
Cedar Rapids, Iowa Office
42-7TH Ave SW, Ste 102, Cedar Rapids, Iowa, 52404, United States
(319) 200-8700
Carson Profile and History
Founded in 1993, Carson Group is a financial advisory services company. They provide investment advising through their companies such as Carson Wealth, Carson Coaching, and Carson Partners. All three divisions of Carson Group are headquartered out of Omaha, Nebraska.
Popular Searches
CWM , LLC.
Carson Wealth Management
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Carson Group
Pesta & Pesta Wealth Management
Revenue
$143.1 M
Employees
200
Founded
1983
Primary Industries
Funding History
Carson raised a total of $2 M in funding over 1 rounds.
CEO
Ron Carson
Carson Executive Team & Key Decision Makers
| Name & Title | Social | Contact Info | |
|---|---|---|---|
 Teri Shepherd President |  |
| Visit Profile |
 Aaron Schaben President | |
| Visit Profile |
Jack Castle Chief Operations Officer |  |
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Scot Thigpen President | |
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Kip Mack President | |
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Mary Gulick Chief Marketing Officer | |
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 Nimesh Patel Chief Technology Officer | |
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Ben Mathis Chief Information Officer |
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Mary Glick Chief Marketing Officer | Visit Profile | ||
James Clements Chief Compliance Officer | |
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Dan Tobin Chief Risk Officer | |
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Recently Updated Team Members
| Name & Title | Social | Contact Info | |
|---|---|---|---|
Solomon Berry Senior Manager, Operations | | Visit Profile | |
Nancy Caton Managing Director | |
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Kelly Jamieson Regional Manager, Compliance | | Visit Profile | |
Jack Ashburn Associate VP, Business Consulting | |
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Emily Rahav Talent Engagement Specialist | |
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Loftis Delpha Partner Success Manager | | Visit Profile | |
Karl Strube Senior Tax Planner |
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Matt Pearson Manager, Operations |
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Daydreanne Loftis Partner Success Manager | | Visit Profile | |
Nicki Wells Client Service Manager | |
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Tom Mullen Tax Associate |
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Meg Ronspies Senior Communications Coordinator | |
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Joe Steuter Senior VP, Corporate Communications | |
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Matt Friedrichsen Ricp Wealth Advisor | |
| Visit Profile |
Top Carson Integrations and Technologies
Here's a list of some of the top trending technologies and APIs used by Carson.
Programming Languages
(7 Technologies)
Web Analytics
(5 Technologies)
Other Advertising Software
(4 Technologies)
Retargeting
(4 Technologies)
Frameworks and Libraries
(4 Technologies)
Carson Email Formats
Carson Top Competitors
| Company | Employees | Revenue | Top technologies |
|---|---|---|---|
 Wealth Management | 168 | $36 M | |
 Homrich Berg | 107 | $23.2 M | |
 The Colony Group | 200 | $42.3 M | |
 RMB Capital Management | 175 | $90.2 M | |
 HighTower Advisors | 700 | $360.9 M |
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