Carson Group Closes 2018 with Record-Setting $4.4 Billion in Net New Assets

Creates the Profession's First C-Level Role for Advisor Transformations by Appointing Lantz Hunt Chief Transformation Officer

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Carson Group

Jan 18, 2019, 11:58 ET

OMAHA, Neb., Jan. 18, 2019 /PRNewswire/ -- Carson Group, a family of companies committed to being the most trusted for financial advice and guidance via service to both advisors and investors, announced its strongest growth year in the firm's history, as it finished 2018 by signing $4.4 billion in net new assets, bringing the company's total committed assets under management to $7.5 billion.

In Q4 of 2018, 14 firms joined Carson Group as partners, closing the year with an addition of 49 new partner firms. Carson's community includes a total of 96 partner firms across the country serving more than 22,000 families collectively. Along with its biggest 12-month increase in partner firms also comes the addition of the newest Carson Wealth office in Des Moines, Iowa. Joel Worsfold, a top advisor formerly with Wells Fargo, made the decision to affiliate with Carson Wealth to join a like-minded group of progressive advisors who are leveraging the latest in technology and to offer his clients a more compelling and responsive experience.

Carson's coaching community now includes more than 1,285 member firms across the U.S. and Canada. To help support both its partner offices and members, the organization hired 65 new stakeholders over the last 12 months, as it continues to build a multi-dimensional offering to help advisors grow and maintain balance in their businesses. Notable hires during Q4 include Bryan Powell, Executive Business Coach, and Sarah Duey, Vice President, Trust Services. Powell, a former internal executive coach for Wells Fargo, brings two decades of financial services experience. Duey, a Certified Trust and Financial advisor (CFTA) and JD, assists Carson's partner firms with estate planning services as well as valuable trust opportunities.

Lantz Hunt, Chief Operations Officer of Carson Group Partners, was promoted to Chief Transformation Officer where he will fulfill the firm's growing need to guide and execute seamless transformation processes for incoming advisors. This appointment represents the first C-level role of its kind in the industry solely dedicated to advisor transformations.

"As fast as the outside world is moving, the financial services profession still has a long way to go to meet the needs of an increasingly complex marketplace," said Ron Carson, founder and CEO of Carson Group. "We experienced record growth in 2018, which is a testament to advisors not only seeing our compelling value but to the shifting environment that's opening their eyes to take a close look at the health of their business. The more advisors see the value in what we bring to the table and the people we're adding to directly support them, the more it feeds our mission – and our ability – to make seismic shifts in 2019."

About Carson Group
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com.

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.

SOURCE Carson Group