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Articles by Carson Group
Carson Group Reaches Milestone with Acquisition of Original
Omaha, Neb., March 05, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced that it has fully acquired ZeroCelsius Wealth Studio as Carson’s 40th wholly owned office. Led by Managing Partner and Wealth Advisor Ross Gott and Operations Manager Robin Laughinghouse, the practice serves approximately $134 million in AUM.
Carson Group Reaches Milestone with Acquisition of ZeroCelsius Wealth Studio
Omaha, Neb., March 05, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced that it has fully acquired ZeroCelsius Wealth Studio as Carson’s 40th wholly owned office. Led by Managing Partner and Wealth Advisor Ross Gott and Operations Manager Robin Laughinghouse, the practice serves approximately $134 million in AUM.
Carson Group Expands in California with Acquisition of Applied Financial Planning
Omaha, Neb., March 02, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $56 billion* in assets under management (AUM), today announced the acquisition of partner firm Applied Financial Planning. Led by Managing Partners and Wealth Advisors William C. O’Connor, CFP®, EA, MPAS, and Sean Walker, MBA, the Irvine, Calif.-based firm reported serving approximately a $635 million in advisory and brokerage assets.
Carson Group Expands in California with Acquisition of Original
Omaha, Neb., March 02, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $56 billion* in assets under management (AUM), today announced the acquisition of partner firm Applied Financial Planning. Led by Managing Partners and Wealth Advisors William C. O’Connor, CFP®, EA, MPAS, and Sean Walker, MBA, the Irvine, Calif.-based firm reported serving approximately a $635 million in advisory and brokerage assets.
Carson Group Fully Acquires Carson Wealth in Scottsdale, Strengthening Next-Generation Advisory Firm
Omaha, Neb., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth office in Scottsdale, Ariz. Led by managing partner and wealth advisor Brent Pine, CFP®, CPA, MTax, the multigenerational firm is a long-time Carson partner serving approximately $430 million AUM.
Carson Group Fully Acquires Carson Wealth in Scottsdale, Strengthening Next-Generation Advisory Firm
Omaha, Neb., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth office in Scottsdale, Ariz. Led by managing partner and wealth advisor Brent Pine, CFP®, CPA, MTax, the multigenerational firm is a long-time Carson partner serving approximately $430 million AUM.
Carson Group Fully Acquires Carson Wealth in Scottsdale, Strengthening Next-Generation Advisory Firm
Omaha, Neb., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth office in Scottsdale, Ariz. Led by managing partner and wealth advisor Brent Pine, CFP®, CPA, MTax, the multigenerational firm is a long-time Carson partner serving approximately $430 million AUM.
Carson Group Fully Acquires Carson Wealth in Scottsdale, Strengthening Next-Generation Advisory Firm
Omaha, Neb., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth office in Scottsdale, Ariz. Led by managing partner and wealth advisor Brent Pine, CFP®, CPA, MTax, the multigenerational firm is a long-time Carson partner serving approximately $430 million AUM.
Carson Wealth in Omaha Welcomes Financial Advisor Roger Augustyn
Omaha, Neb., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that seasoned financial advisor Roger Augustyn has joined the firm’s Omaha location. He joins from Osaic, where he reported having served approximately $103 million AUM. Augustyn brings nearly four decades of experience serving clients, many of whom are retired college professors.
Carson Wealth in Omaha Welcomes Financial Advisor Roger Original
Omaha, Neb., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that seasoned financial advisor Roger Augustyn has joined the firm’s Omaha location. He joins from Osaic, where he reported having served approximately $103 million AUM. Augustyn brings nearly four decades of experience serving clients, many of whom are retired college professors.
Carson Group Builds on Long-Standing Partnership and Original
Omaha, Neb., Feb. 02, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Milton, Ga. The office is led by Managing Partner and Wealth Advisor G.C. Lewis, CFP®, who reported serving approximately $218 million in advisory and brokerage assets.
Carson Group Builds on Long-Standing Partnership and Expands Presence in Georgia
Omaha, Neb., Feb. 02, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Milton, Ga. The office is led by Managing Partner and Wealth Advisor G.C. Lewis, CFP®, who reported serving approximately $218 million in advisory and brokerage assets.
Carson Group Acquires Midwest Firm Managing Half a Billion Original
Omaha, Neb., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that it has fully acquired Schlipman Wealth, a long‑time Carson partner that manages just over $500 million in AUM. As part of the move, the firm will rebrand as Carson Wealth in Quincy, Ill.
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