What departments does Carson Wealth have?

Carson Wealth has employees across 10 departments including Entrepreneurship, Operations, Engineering, Support, Customer Success.

What is the largest department at Carson Wealth?

The largest department at Carson Wealth is Consultant with 10 employees.

Where are Carson Wealth employees located globally?

Carson Wealth has employees across 3 continents and 4 countries including Singapore, United States Of America, Panama, Peru.

How has Carson Wealth's team size changed over time?

Carson Wealth's team has grown from approximately 270 to 286 employees based on available data.

Carson Wealth Employee Directory

Financial ServicesNebraska, United States201-500 Employees

Carson Wealth, based in Omaha, Nebraska, operates in the financial services sector, offering holistic financial planning, disciplined investment strategies, and proactive personal service to clients. The firm aims to help clients achieve True Wealth—a level of prosperity that goes beyond money and cannot be taken away—and is positioned as one of the largest wealth advisory firms in the United States. Securities are offered through Cetera Advisor Networks LLC, which operates under separate ownership from Carson Wealth, while investment advisory services are provided through CWM, LLC, an SEC-registered adviser. Barron's Magazine has consistently named Carson Wealth Management Group among the top independent wealth management firms in the nation, reflecting its long-standing industry recognition. In March 2026, Carson Group announced the acquisition of Applied Financial Planning, expanding its network.

Carson Wealth Global Highlights

North America
405

United States Of America
404
Panama
1

Asia
1

Singapore
1

South America
1

Peru
1

Carson Wealth's Leadership

R. C.
Chief Executive Officer And Founder
Mobile Phone
Email
D. H.
President
Mobile Phone
Email
J. W.
Managing Partner & Wealth Advisor
Mobile Phone
Email
B. B.
Partner And Wealth Advisor
Mobile Phone
Email
C. B. M.
Owner And Coach
Mobile Phone
Email
M. N.
Owner
Mobile Phone
Email
M. B.
Svp, Integrated Offices
Mobile Phone
Email
C. L.
Vice President
Mobile Phone
Email

Carson Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business Development
Entrepreneurship
Support
Other

Contact profiles from Carson Wealth

Name

Title

Contact

Location

Last Update

C. A. M.
Director Strategic Development
Mobile Phone
Email
Oct 23, 2024
J. C.
Managing Director
Mobile Phone
Email
Jun 10, 2026
J. B.
Director Of Operations
Mobile Phone
Email
Apr 24, 2025
K. O.
Director Of Wealth Planning
Mobile Phone
Email
Jul 22, 2026
M. H.
Director Of Operations
Mobile Phone
Email
Oct 16, 2024
V. P.
Operations Support Manager
Mobile Phone
Email
Jun 10, 2026
K. M.
Partner Success Manager
Mobile Phone
Email
Oct 17, 2024
K. V.
Data Recon Manager
Mobile Phone
Email
Oct 22, 2024
K. R.
Advisor Resource Manager
Mobile Phone
Email
Apr 25, 2025
N. S.
Senior Wealth Manager
Mobile Phone
Email
May 05, 2024

Frequently Asked Questions

What is Carson Wealth known for?

Carson Wealth was founded in 1983 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-402-330-****

. Explore Carson Wealth's company overview page for more information.

What is Carson Wealth's most common email format?

Carson Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carson Wealth email formats with LeadIQ.

How many employees does Carson Wealth have currently?

Carson Wealth has approximately 340 employees as of August 2026. These team members are located across 3 continents, including North AmericaAsiaSouth America.

Who are Carson Wealth's key employees and leadership?

As of August 2026, Carson Wealth's key employees include:

Chief Executive Officer And Founder: R. C.
President: D. H.
Managing Partner & Wealth Advisor: J. W.
Partner And Wealth Advisor: B. B.
Owner And Coach: C. B. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Carson Wealth Employee Directory

Find Carson Wealth employees' phone numbers or email addresses

Name search is limited — try advanced search instead