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Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
BTQ Financial is a New York, NY-based company in the Financial Services sector.
The Horseshoe Group is an independent and privately-owned group of companies forming a leading independent insurance manager and fund administrator dedicated to both the insurance linked securities and the alternative fund markets with offices in Bermuda, the Cayman Islands, the United States, Gibraltar, Ireland and London.
Divvy is a secure financial platform for businesses to manage payments and subscriptions, build strategic budgets, and eliminate expense reports.
Carl Warren and Company is one of the leading companies in Financial Services industry. Carl Warren and Company is based in Bellevue, WA. You can find more information on Carl Warren and Company at www.carlwarren.com