On March 2, 2026, Carson Group announced that it acquired Applied Financial Planning.
Carson Group (“Carson”) announced, on March 2, 2026, that it acquired Applied Financial Planning (“Applied Financial”). Under the terms of the transaction, the Applied Financial team will join Carson. Further terms of the deal were not disclosed.
Carson, based in Omaha, Nebraska, is a registered investment advisor offering wealth advisory services. Carson has over $56 billion in assets under management.
Applied Financial, based in Irvine, California, is a registered investment advisor offering financial planning, investment management, retirement and estate planning, and tax strategy. Applied Financial has approximately $635 million in advisory and brokerage assets.
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