Top Advisor Chris Graw Joins Carson Wealth in Cedar Rapids
CEDAR RAPIDS, Iowa, March 3, 2020 /PRNewswire/ -- Top Iowa financial advisor Chris Graw, CLU®, ChFC®, CFP®, today announced his decision to affiliate with Carson Wealth to provide his clients with advanced investment portfolio options, a seamless technology experience and access to Carson's experienced financial planning team. Graw also developed his succession plan in conjunction with the affiliation, and will be joining forces with the existing Carson Wealth office in Cedar Rapids, Iowa, headed by Russ Nieland, CFP®, AIF®.
Graw's team of five currently manages $150 million in assets. Combined with Nieland's existing office, a team of 11 will now manage approximately $650 million dollars in assets for families across Iowa and the United States. Graw and his team work primarily with individuals in retirement or looking to retire, business owners, physicians and dentists, and other high-income earners in their wealth accumulation years.
As with other advisors who have affiliated with Carson Wealth, Graw and Nieland will maintain active majority ownership of the Cedar Rapids firm and will remain the strategic decision-makers for all business decisions.
Graw said, "I wanted to go independent but alongside a like-minded, strong strategic partner that could help me maximize my team's talent and efforts. Carson has developed a proven process to help firms with advanced wealth planning, technology, compliance and so much more. They have done all the due diligence so that we can focus on serving our clients."
Graw evaluated seven opportunities in a lengthy three-year research process before deciding to affiliate with Carson Wealth.
Graw added, "Joining Carson Wealth has helped me outline my succession plan with Russ's team. On my previous path I might have ended up deciding to sell the business. Now, I see myself continuing to do what I love, and I will have the space to lead and grow the next generation of advisors to serve our clients well into the future."
"Chris and Russ together are such a powerhouse duo," said Alex Rodawig, Managing Director and Head of Carson Wealth. "Chris's constant drive to do what is in the client's best interest aligns so well with the Carson Wealth commitment and culture. We are excited to have him and his standout team on board."
In addition to being a mainstay in the Barron's annual list of top wealth management firms, Carson Wealth remains among the Inc. 5000 list of America's fastest-growing companies and is recognized by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors in 2019.
About Carson Wealth
Founded in 1983, Carson Wealth has grown to become a Barron's Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies and proactive, personal service.
Carson Wealth is headquartered in Omaha, Nebraska, with the mission to be the most trusted for financial advice. For more information, visit www.carsonwealth.com.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
*Barron's Top 100 Independent Financial Advisors: Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
SOURCE Carson Wealth
Related Links
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article