Carson Wealth
Carson Wealth

Carson Wealth Management Team

Contact top employees from Carson Wealth

Summary

Carson Wealth is a private company that has been in the industry for 43 years. The company currently specializes in the Financial Services area. The position of the Founder & CEO is occupied by Ron Carson. Its headquarters is located at Omaha, Nebraska, USA. The number of employees ranges from 100 to 250. The annual revenue of Carson Wealth varies between 5.0M and 25M. To connect with Carson Wealth employee register on SignalHire.

Organization Website

CarsonWealth.com

Social Links

linkedIn

Phone Number

888-321-0808

Industries

Headquarters Location

13321 California St, Omaha, Nebraska, 68154 US

Employees Size

100-200 employees

Specialties

Wealth Management, Financial Planning, Investment Management

SIC Code

6189, 6411, 6199

DMA Code

Omaha Metropolitan Area

Founded

1983

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Subsidiary

Competitors

Founded
Type
Employees
Revenue
Funding
2006Public
Company
1.0K - 5.0K 1.5B $1.9B
2005Public
Company
500 - 1.0K 230M $0
2005Privately
Held
100 - 250 50M $0
1999Privately
Held
25 - 100 4.3M $0

Estimated Website Traffic

The chart shows a growth in traffic to the carsonwealth.com website. In November, traffic increased to 27772, compared to 25810 in the previous month. The highest traffic in 2025 was recorded in November, reaching 27772 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
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Employee tenure at Carson Wealth shows a diverse range of experience levels:
8% have been with the company for less than 1 year14% for 1–2 years14% for 3–4 years12% for 5–7 years6% for 8–10 years46% have over 11 years of service at Carson Wealth
Ex-employees positions
In Company
In New Company
Contact top employees from Carson Wealth
Miranda Landin
Client Services Coordinator
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Stephanie Knapp
Vice President, Advisor Support
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Scott Cadwell
Managing Partner, Wealth Advisor
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Jake Stone
Partner, Wealth Advisor
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Rod Garay
Director of Client Services
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Jonathan Moyer
Senior Wealth Advisor
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Zach DeLisi
Relationship Manager
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Grant Fuchs
Partner & Wealth Advisor
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Robert Karn
Managing Partner, Wealth Advisor
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Spencer Chidester
Client Relationship Specialist
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Diane Dougherty
Senior Relationship Manager
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Chris Brostrom
Senior Wealth Planner
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Rene Moreno
Client Service Manager
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Nina Bridwell
Director of Client Experience
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Greg Wambolt
Managing Partner, Wealth Advisor
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Danielle Shady
Director of First Impressions
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Daniel Edwards
Sr. Wealth Advisor
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Dominique Vitalis
Senior Relationship Manager
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Shaun Cavanagh
Partner, Wealth Advisor
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Justin Schultes
Partner & Wealth Advisor
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Jason Rolling
Financial Advisor
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Haley Wainio
Wealth Advisor
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Matt Friedrichsen
Partner & Senior Wealth Advisor, RICP®
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Kevin Oleszewski CFP®
Director of Wealth Planning
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Halie Sims
Business Development Officer
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Ashley Sowers
Senior Wealth Advisor / Equity Partner at Carson Wealth
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Joel Worsfold
Managing Director, Partner & Wealth Advisor, CFP®, CLU®, ChFC®, RICP®
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John McGowan
Wealth Advisor
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FAQ

Carson Wealth operates in the Finance industries. More details can be found on the official website: CarsonWealth.com.
The headquarters of Carson Wealth are located in Omaha, United States.
The current CEO of Carson Wealth is Ron Carson
You can contact Carson Wealth by phone at 888-321-0808.
Carson Wealth currently employs 100-200 people.
Carson Wealth's revenue is approximately 15.7M.
Well-known competitors of Carson Wealth include Focus Financial Partners, United Capital (UCFA), Curi Capital and Liberty Wealth Advisors®.

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