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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.
Co-Op Credit Union is a Black River Falls, WI-based company in the Financial Services sector.
Benefit Capital Companies is a Logandale, NV-based company in the Financial Services sector.
Financial Network, Inc. offers comprehensive support for lending, origination, and analytical operations. FNI solutions are built on a set of time-tested components, with solutions for the Financial, Insurance, Collections, and numerous other industries. Through 25 years of providing custom credit lending solutions, Financial Network, Inc. stands as the market expert in robust credit lending platforms. Based on our experience creating truly custom products, we have assembled FNI Turnkey and FNI Turnkey Plus solutions. These FNI Turnkey solutions are the culmination of the best practices that can only come from years of experience. For clients seeking a fully customized solution, FNI has custom solutions in place with 3 of the 5 largest U.S. banks and lending institutions.
Shoemaker Financial is a Nashville, TN-based company in the Financial Services sector.