CTOs on the Move

Carson Group

www.carsongroup.com

 
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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Nimesh Patel
Chief Technology Officer Profile
Nimesh Patel
Chief Technology Officer Profile

Similar Companies

Nevada Agency

Nevada Agency is a Reno, NV-based company in the Financial Services sector.

Great Life Financial Group

Great Life Financial Group is a Sarasota, FL-based company in the Financial Services sector.

State Collection Service

State Collection Service was established in the State of Wisconsin in 1949 by Hilding Haag and has served the collection needs of various sectors since that time. Established as a family business on the foundation of quality client relationships and ethical account collection methods, State Collection Service has developed a reputation for reliability and integrity in the accounts receivable industry. Six decades later, State Collection Service is still a family held business and has grown to nearly 700 employees, with branches in Madison, Beloit, Milwaukee, and Chicago. Over the past six decades, State Collection Service has emerged as a leader and innovator in the industry, and has received national recognition for our quality assurance practices, customer service capabilities, and performance standards. We are compliant and authorized to collect in all fifty states, with capabilities to provide exceptional service and performance to clients across every sector of industry.

Waldron Private Wealth

Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.

Brookwood Financial Partners

Brookwood Financial Partners is one of the leading companies in the Financial Services sector.