Carson Wealth Acquires $245M Nebraska Firm Formerly With LPL
Carson Group, a wealth advisory firm managing more than $57 billion in assets under management, has announced the acquisition of Furstenau Financial. The Neligh, Neb.-based firm joins Carson as a new wholly owned Carson Wealth office, marking the 41st such location for the organization.
Led by Ryan Furstenau, managing partner and wealth adviser, the team makes the transition from LPL Financial. Furstenau and his crew reported serving approximately $245 million in assets under advisement prior to the move.
After a stint as a chemical engineer, Furstenau took over his father-in-law’s financial practice. He is joined in the new Carson Wealth office by Tyler Lindsay, wealth adviser, and a four-person client services team.
The partnership is the culmination of a 15-year relationship between Furstenau and Carson Coaching. After years of implementing Carson’s business frameworks, Furstenau said that full affiliation was the best way to ensure the long-term success of his firm.
“This move to Carson gives us the flexibility we need to elevate the level of care we provide clients, streamline the experience through enhanced technology, and expand access to investment and tax strategies,” Furstenau stated.
By joining the Carson network, Furstenau Financial has expanded its advanced tax planning and high-net-worth services, technology platforms, and nationwide support with a practitioner-led mentorship model.
Burt White, chief executive officer of Carson Group, praised the move, noting that Furstenau has been “intentional about setting up his firm for success.” He added: “By joining Carson as a wholly owned office, he gains the scale, flexibility and resources to expand capabilities for clients while continuing to grow his business with purpose.”
Earlier this month, Carson Group acquired its long-term partner firm, Applied Financial Planning. The Irvine, Calif.-based firm serves approximately $635 million in advisory and brokerage assets. Founded in the ’80s by William C. O’Connor, Applied Financial Planning originally began as a tax-focused practice. Over nearly four decades, it evolved into a comprehensive wealth management firm led by O’Connor and Sean Walker, managing partner.
Carson Group now serves more than 60,000 families across a network of over 165 partner offices.
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