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 structured as a limited liability company and is identified in FINTRX as an independent broker‑dealer that registered with the SEC in 2019. Ownership is listed as a combination of a domestic entity and individuals. The profile in FINTRX contains limited detail about the firm’s client segmentation or advisory activities; the dataset flags that the firm is not a capital allocator and is not active on ESG investing, not a multi‑state adviser, not a pension consultant, and not a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
George White
Chief Executive OfficerCRD 3057759
Lantz Hunt
Chief Operating OfficerCRD 3017958
Daniel Tobin
Chief Operating OfficerCRD 3239146
Contacts
3 of 4
John Boyle
SVP, OperationsCRD 1242536
Alexander Baltovski
FinOpCRD 2350828
David Johnson
Senior AccountantCRD 7057133
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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