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 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
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 4David Johnson
Senior AccountantCRD 7057133
Alexandria Ulrich
Compliance ManagerCRD 6854521

John Boyle
SVP, OperationsCRD 1242536
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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