Carson News and Activities

Presence

Carson provides consulting, wealth management support, and business services. Its main services help financial advisors and individual investors manage planning, investments, and practice growth.

Carson products and services overview:

  • Wealth management
  • Financial planning
  • Investment advisory
  • Business consulting
  • Advisor services
  • Retirement planning

Revenue: ~$200 million

Employees: 1,400

Headquarters: Omaha, United States (USA)


Carson is one of the...

Executives

View the org chart displaying its 70 main executives

Most searched biographies at Carson
Popular executive movements at Carson
  • Dan Marquis, Managing Director of Financial Planning and Analysis and Capital Markets, has left the company  (posted on July 1 2026).
  • James Clements, Senior Vice President and Chief Compliance Officer, has left the company  (posted on May 15 2026).

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