Carson Group Brokerage, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
7
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 registered as a limited liability company and is classified as an independent broker‑dealer. Public records show the entity registered with the SEC in 2019 and is owned by a domestic entity/individual. The firm is not identified as a capital allocator and is not listed as an active ESG investor. It is not registered as a multi‑state adviser, is not described as a pension consultant, and is not flagged as a related adviser in the available snapshot. Filing fields for fee structure, specific advisory activities, and client segments are blank in the available data, so there is no disclosed detail on how the broker‑dealer packages services or what client types it targets.

Assets & Accounts

Location & Offices

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 4
  • David Johnson

    Senior AccountantCRD 7057133

  • Alexandria Ulrich

    Compliance ManagerCRD 6854521

  • John Boyle

    John Boyle

    SVP, OperationsCRD 1242536

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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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