Carson makes the complex simple for financial advisors through partnership and coaching – with a mission to be the most trusted in financial advice.

Finance

Carson Group

Carson Group's headquarters in Omaha, NE, United States

This department focuses on providing strategic support and solutions for private client initiatives.

Client Services

The Marketing and Communications team at Carson Group is responsible for developing and executing strategic marketing initiatives that enhance brand visibility and engage financial advisors and their clients. They create compelling content, manage public relations efforts, conduct market analytics, and ensure all communications uphold compliance standards. By fostering strong partnerships and delivering effective marketing campaigns, the team supports Carson's mission to simplify financial advice and build trust in the industry.

Marketing and Communications

This department is responsible for overseeing and managing all activities related to mergers, acquisitions, and strategic partnerships.

Mergers and Acquisitions

The Operations and Engineering team at Carson Group is responsible for optimizing the company’s internal processes and systems to enhance efficiency and service delivery for financial advisors. This team leverages technology and data analytics to streamline operations, develop innovative software solutions, and ensure robust IT infrastructure, all aimed at supporting Carson’s mission of providing trusted financial advice.

Operations and Engineering

The Finance and Accounting team at Carson Group is responsible for managing the company's financial health by overseeing budgeting, financial reporting, and strategic planning. They ensure compliance with regulations, optimize tax strategies, and support mergers and acquisitions to facilitate growth. This team plays a critical role in delivering insights and financial guidance that empower financial advisors in their client interactions.

Finance and Accounting

This department oversees the development and lifecycle of products, ensuring they meet customer needs and market demands.

Product Management

The Leadership Team at Carson Group drives the strategic direction and operational effectiveness of the company. Comprising key figures like the President, CFO, and CEO, this team collaborates to enhance partnerships, optimize coaching initiatives, and ensure the company remains a trusted leader in financial advice for advisors and their clients.

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Other teams

Marketing and Communications

Mergers and Acquisitions

Operations and Engineering

Finance and Accounting

Product Management

Leadership Team