Carson Group Brokerage, LLC
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 293448
- Registered since
- February 22, 2019
- Website
- www.carsongroup.com
Firm profile
FINTRXOverview
Carson Group Brokerage, LLC is registered as a limited liability company and appears in FINTRX as an SEC-registered entity since 2019. The record lists ownership as involving a domestic entity and an individual. FINTRX does not assign a conventional business classification to the firm (listed as "unclassified") and provides no detail on the firm's advisory or operating activities. The profile indicates the firm is not designated as a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX notes that the firm did not supply information about its external activities or affiliations.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Daniel Tobin
Chief Operating OfficerCRD 3239146

Lantz Hunt
Chief Operating OfficerCRD 3017958

George White
Chief Executive OfficerCRD 3057759
Contacts
3 of 4David Johnson
Senior AccountantCRD 7057133
Alexandria Ulrich
Compliance ManagerCRD 6854521

John Boyle
SVP, OperationsCRD 1242536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 14600 Branch St
- Time zone
- CT (UTC-6)
- Office locations
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