On January 6, 2025, Carson Group announced the acquisition of Carson Wealth Cedar Rapids.
Carson Group announced, on January 6, 2025, that it fully acquired Carson Wealth Cedar Rapids (“Carson Wealth”). The acquisition builds on the previous minority stake ownership that Carson Group had in Carson Wealth. Russ Nieland, the managing partner of Carson Wealth, will remain in his position under the terms of the deal. Further terms of the transaction were not disclosed.
Carson Group, based in Omaha, Nebraska, is a wealth management and financial services firm. Carson Group manages approximately $38.5 billion in assets under management.
Carson Wealth, based in Cedar Rapids, Iowa, is an investment advisor specializing in financial planning and investment management services. The newly formed Carson Wealth will manage approximately $1 billion in assets under management.
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