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CARSON GROUP INVESTING, LLC
CARSON GROUP INVESTING, LLC
CARSON GROUP INVESTING
OMAHA, Nebraska
·
4 registered advisors
·
CRD# 291744
SEC# 801-113561
2
402-334-6270
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CARSON GROUP INVESTING, LLC
4 registered advisors
George Burton White
OMAHA, Nebraska
CRD# 3057759
James Clements
OMAHA, Nebraska
CRD# 2445775
Lantz Hunt
OMAHA, Nebraska
CRD# 3017958
Ronald Lloyd Carson
OMAHA, Nebraska
CRD# 1238219
05
Office Locations
OMAHA, Nebraska
4 advisors
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Data sourced from SEC Form ADV filings. CARSON GROUP INVESTING, LLC (CRD# 291744) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.