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Lantz Hunt

CARSON GROUP INVESTING, LLC·OMAHA, Nebraska
SIE, Series 4, Series 7, Series 24, Series 63Clean recordCARSON GROUP INVESTING, LLC
14600 BRANCH ST., OMAHA, NE 68154CRD# 3017958Firm CRD# 291744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lantz Hunt · OMAHA, NE
Registration
CRD #3017958 · CARSON GROUP INVESTING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CARSON GROUP INVESTING, LLC
CRD 291744 · SEC 801-113561
AUM
$2.0B
Regulatory assets under management
Employees
7
13,359 client accounts
Services offered by CARSON GROUP INVESTING, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

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04

Frequently Asked Questions

What services does Lantz Hunt offer?
Lantz Hunt specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are Lantz Hunt's credentials?
Lantz Hunt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lantz Hunt located?
Lantz Hunt is based in OMAHA, Nebraska, working with CARSON GROUP INVESTING, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Lantz Hunt charge for services?
Lantz Hunt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARSON GROUP INVESTING, LLC?
CARSON GROUP INVESTING, LLC has approximately 7 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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