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 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
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 3David Johnson
Senior AccountantCRD 7057133
Alexandria Ulrich
Compliance ManagerCRD 6854521
Alexander Baltovski
FinOpCRD 2350828
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
Similar firms
Haley Securities, Inc.
Broker-DealerOmaha, NE
Axos Clearing LLC
Broker-DealerOmaha, NE
Weitz Securities, Inc.
Broker-DealerOmaha, NE
Mutual Of Omaha Investor Services, Inc.
Broker-DealerOmaha, NE
Teckmeyer Financial Services, L.L.C.
Broker-DealerOmaha, NE
Woodmen Financial Services, Inc.
Broker-DealerOmaha, NE