Carson Group Fully Acquires $395M Carson Wealth Location in Minneapolis

Carson Group, a wealth advisory firm with over $53 billion in assets under management, has kicked off the new year by fully acquiring the Carson Wealth location in Minneapolis, Minn. Led by Jeremy Willner, managing partner and wealth adviser, the firm serves approximately $395 million in advisory and brokerage assets.

In 2024, Carson Group acquired a 30% equity stake in the practice and the team rebranded as Carson Wealth.

“We look forward to building on the success we saw last year as Carson’s practitioner-led model, strategic resources, and innovative capabilities support not only Jeremy, but the next generation of leaders on his team as they grow their practice and expand their impact,” said Burt White, chief executive officer of Carson Group. “This is exactly how we help advisers create continuity, scale with intention and deliver deeper value to clients over the long term.”

Willner founded his business in 2003 and said he has built a career defined by a deep commitment to client service, multigenerational planning, and long-term relationships. Over the years, he has grown the firm through acquisitions and referrals.

The practice is co-led by Hayden Willner and Grant Fuchs, both partners and wealth advisers, alongside Kayla Loesch, director of client services and operations. The team represents an emerging generation of advisers focused on creating continuity for clients and expanding the firm’s reach across the Minneapolis and St. Paul region.

Now wholly owned, the Minneapolis office said it is positioned to accelerate its growth strategy by expanding service capabilities, adding advisers, and deepening its presence across the metropolitan area. The firm said the strengthened partnership gives the team greater access to Carson’s national resources, including talent recruitment, operational support, and mergers and acquisition expertise.

For Willner, the decision to transition to full ownership is rooted in ensuring the firm’s long-term continuity and supporting the next generation of leadership.

“We’ve built this firm with intention and a lot of heart,” Willner said. “Moving to full ownership just made sense for where we are and where we want to go. This structure gives Hayden and Grant the opportunity to grow with the support of Carson’s scale and gives us the ability to bring more advisers into the Minneapolis office. We want to be the hub for the Twin Cities and continue serving families at a high level for many years.”

Previously reported by AltsWire, Carson Group expanded into Alaska last fall. It announced a partnership with Shilanski & Associates, which manages approximately $436 million in assets.

Carson Group manages over $53 billion in assets under management and serves more than 54,000 client families among its advisory network of more than 150 partner offices, including more than 50 Carson Wealth locations.

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