Carson Group
What Does Carson Group Do?
Carson Group is a leading financial services firm dedicated to empowering financial advisors and investors. They provide a three-pronged approach: Carson Coaching offers coaching and resources for financial advisors; Carson Partners provides partnership opportunities for advisory firms looking to scale; and Carson Wealth delivers direct wealth management services to individuals and families. Their mission is to be the most trusted for financial advice by providing innovative solutions, technology, and a client-first approach to help clients achieve their financial freedom.
Where Is Carson Group's Headquarters?
HQ Function
Serves as the central hub for strategic leadership, operations, technology development, advisor support services, wealth management, and training.
Notable Features:
A modern, 200,000-square-foot campus consisting of two interconnected buildings. Features include a food hall, fitness center, outdoor amphitheater, advanced training facilities, and collaborative workspaces designed to foster innovation.
Work Culture:
Emphasizes a stakeholder-first mentality (clients, advisors, team members, community), innovation, collaboration, and continuous improvement. Known for a dynamic, supportive, and growth-oriented environment.
HQ Significance:
The headquarters symbolizes Carson Group's commitment to growth, innovation, and providing premier resources to its network and clients. It acts as a center of excellence for the financial advice industry.
Values Reflected in HQ: Innovation, collaboration, stakeholder value, transparency, and excellence are reflected in the headquarters' design, technology integration, and employee amenities.
Location:
Carson Group primarily focuses its operations and direct services within the United States. Its core infrastructure, regulatory compliance, and service offerings are tailored to the U.S. market. While some clients or partner firms may have international connections or investments, Carson Group's direct global operational footprint is limited, with international aspects typically managed through U.S.-based teams and global investment partners.
Street Address:
13321 California St
City:
Omaha
State/Province:
NE
Country:
USA
Where Else Does Carson Group Operate Around the World?
Various cities, USA (Partner Network Model)
Address: Nationwide via over 140 affiliated partner firms
To provide localized, high-quality financial advice and wealth management services to clients in diverse communities, supported by the central resources and expertise of Carson Group's Omaha headquarters.
Buying Intent Signals for Carson Group
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading Carson Group? Meet the Executive Team
As of April 2025, Carson Group' leadership includes:
Who's Investing in Carson Group?
Carson Group has been backed by several prominent investors over the years, including:
What Leadership Changes Has Carson Group Seen Recently?
Carson Group has made several key executive appointments and promotions in the last 12 months to strengthen its leadership team, including a new President, CFO, and Chief People Officer, and a new Managing Partner for Carson Partners.
Departures
New Appointments:
What Technology (Tech Stack) Is Used byCarson Group?
Discover the tools Carson Group uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Carson Group Email Formats and Examples
Carson Group typically uses the email format of the first initial followed by the last name. While other formats may exist within the organization, this is a commonly observed pattern for employee email addresses.
flast@carsongroup.com (e.g., jdoe@carsongroup.com)
Format
rcarson@carsongroup.com
Example
85%
Success rate
What's the Latest News About Carson Group?
WealthManagement.com • April 16, 2024
Carson Group Names Teri Griege President, Mary Kate Gulick Managing Partner of Carson Partners
Carson Group announced the promotion of Teri Griege to President and the appointment of Mary Kate Gulick as Managing Partner of Carson Partners, aiming to bolster its leadership for continued growth and enhanced advisor support....more
PR Newswire • March 7, 2024
Carson Group Surpasses $33 Billion In Assets Under Management
Carson Group announced it has exceeded $33 billion in assets under management, reflecting its significant growth trajectory and the increasing number of advisors and clients choosing its platform....more
Carson Group Press Release • January 23, 2024
Carson Group Expands Retirement Plan Services with New Key Hire, Chelsea Crenshaw
Carson Group hired Chelsea Crenshaw as Director of Retirement Plan Services to enhance its capabilities and support for financial advisors focusing on retirement planning for businesses and individuals....more
Business Wire • August 15, 2023
Carson Group Welcomes Heather Randolph as New Chief People Officer
Heather Randolph joined Carson Group as Chief People Officer, tasked with leading the firm's human resources strategy, talent acquisition, and development initiatives to support its growing team....more
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