| Name | Title | Contact Details |
|---|
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.
ParkerGale is a small private equity firm that buys profitable technology companies in the lower middle market. We help people build products that matter and cultures that last so that their companies can grow and their teams can thrive. Our investment philosophy has been honed over more than two decades of experience working with and investing in technology companies. We`re focused and deeply engaged with our portfolio companies, and we try not to take ourselves too seriously.
BAM Advisor Services is a turnkey wealth management partner focused on helping advancing business for 140 independent wealth management firms around the country. BAM provides firms with strategic growth solutions, operational support and tested, evidence-based investing tools. We partner with firms and provide guidance on business development and growth strategies, execute critical administrative functions and create continuing education opportunities for advisors. Known collectively as The BAM ALLIANCE, our community of like-minded wealth advisors is helping more than 18,000 clients and their families achieve their most important goals.
Post Advisory Group is one of the leading companies in Financial Services industry. Post Advisory Group is based in New York, NY. You can find more information on Post Advisory Group at www.postadvisory.com
Union Partners is a Cleveland, OH-based company in the Financial Services sector.