Carson Group Expands Partnership With Cedar Rapids, Las Vegas Offices
Wealth advisory firm Carson Group, with $38 billion in assets under management, has fully acquired Carson Wealth Cedar Rapids, including their Las Vegas office. The partnership will expand the firm’s longstanding relationship with Carson and allow the offices, led by Russ Nieland, to focus on client service and identifying areas for business growth. The newly formed Carson Wealth location will manage approximately $1 billion in AUM.
“One of the things that’s continuously reinforced at Carson Group is the commitment to legacy. This was important to us as we considered what our founding team of partners built from the ground up. Our decision to expand our partnership with Carson Group is our way of ensuring our legacy and ensuring the multigenerational ownership structure we established can continue to grow and meet the diverse needs of our clients,” said Russ Nieland, managing director, partner, and wealth adviser.
The expansion aims to deliver several benefits for clients, including a broader suite of investment offerings, enhanced services and resources, which are designed to support elevated client experiences and simplify the operational burden on advisers, and a continuation of the firm’s commitment to placing its clients’ best interest first as a fiduciary.
“We continually strive to provide the best resources and support to our network of advisers. In many cases, business conditions can make succession plans difficult to execute, which is a growing challenge in our industry,” added Burt White, chief executive officer of Carson Group. “Our expanded partnership will help secure the legacy of the talented founding partners of our Cedar Rapids office, while positioning the firm for success and growth in the future. The partnership also demonstrates our commitment to supporting our partners across generations and providing stability and continuity to their clients. This is what joining our network is all about.”
Carson Group manages $38.5 billion in assets and serves more than 51,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations.
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