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 functions as an independent broker‑dealer. It registered with the SEC in 2019. The firm's ownership is identified as a domestic entity and individual mix. According to available disclosures, the broker‑dealer does not act as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi‑state adviser, a pension consultant, or a 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 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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