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 appears in FINTRX as an SEC-registered entity since 2019. The record lists ownership as involving a domestic entity and an individual. FINTRX does not assign a conventional business classification to the firm (listed as "unclassified") and provides no detail on the firm's advisory or operating activities. The profile indicates the firm is not designated as a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX notes that the firm did not supply information about its external activities or affiliations.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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