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Overview

Assets

Assets

Last updated on Jan. 17, 2020
    • $7.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 41K
      Accounts
    • $182.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

299

name start date
Mohamed Sayeed Ali
August 2014
Janet Rhodes Friedman
April 2019
Melanie Jo Housden
September 2015
Beth Vivian Walker
August 2019
Bob Huntley, CFP®, ChFC
July 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Carson Group Brokerage, LLC Broker-Dealer --
    Carson Group Investing IAR $183,056,404

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Aaron Eugene Schaben Managing Director Of Carson Institutional Alliance November, 2011 less than 5%
      Ronald Lloyd Carson Chief Executive Officer November, 2010 less than 5%
      Lantz Guy Hunt Chief Operations Officer March, 2018 less than 5%
      David Screnar Chief Financial Officer March, 2018 less than 5%
      Daniel P Tobin Chief Compliance Officer April, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other