Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Carson Group Investing financial advisors in Omaha, NE

Every SEC-registered investment adviser representative at a Carson Group Investing office in Omaha, A to Z.

The short answer

5 registered advisors work at Carson Group Investing in Omaha, out of 6 at the firm nationwide; it ranks number 50 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Carson Group Investing advisors in Omaha, A to Z

Every Carson Group Investing advisor →

Carson Group Investing advisors in every city and state →Carson Group Investing: assets, clients and custodians →Carson news and advisor moves →Carson Group Investing payout grid vs. other firms →Advisor Moves: who changed firms this week →

Carson Group Investing advisors in other cities

Chicago, IL 1

Other firms in Omaha

All Omaha advisors →

Cwm, LLC 249Charles Schwab & Co., Inc. 209Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 100Morgan Stanley 53Mutual Of Omaha Investor Services, Inc. 53Osaic Wealth, Inc. 53Ameriprise Financial Services, LLC 48Sequent Planning, LLC 44LPL Financial LLC 43Avior Wealth Management, LLC 41Wells Fargo Clearing Services, LLC 38

Questions

How many financial advisors does Carson Group Investing have in Omaha?

5 investment adviser representatives are registered at Carson Group Investing offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Carson Group Investing one of the largest advisor employers in Omaha?

Carson Group Investing ranks number 50 in Omaha by registered advisors; Cwm, LLC has the most, with 249.

How do I check a Carson Group Investing advisor in Omaha?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Carson Group Investing office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.