Carson Group Brokerage, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Omaha, Nebraska
CRD number
293448
Registered since
February 22, 2019

Firm profile

FINTRX

Overview

Carson Group Brokerage, LLC is organized as a limited liability company and is registered with the SEC as of 2019. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available data. The snapshot flags several operational attributes: it is not identified as a capital allocator, it does not report active ESG investing, and it is not designated as a multi-state adviser, pension consultant, or related adviser. The source provides no descriptions of the firm’s advisory services, fee schedules, client segments, or specific business activities.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Daniel Tobin

    Daniel Tobin

    Chief Operating OfficerCRD 3239146

  • Lantz Hunt

    Lantz Hunt

    Chief Operating OfficerCRD 3017958

  • George White

    George White

    Chief Executive OfficerCRD 3057759

Contacts

3 of 3
  • David Johnson

    Senior AccountantCRD 7057133

  • Alexandria Ulrich

    Compliance ManagerCRD 6854521

  • Alexander Baltovski

    FinOpCRD 2350828

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth