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 recorded as SEC-registered in 2019. Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The firm is not identified as an active ESG investor, is not designated a multi-state adviser, and is not marked as a pension consultant or related adviser.
Assets & Accounts
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 3DANIEL 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
JAMES CLEMENTS
PresidentCRD 2445775
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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