Tungsten Wealth Moves $320M From LPL Financial to Carson Group’s Independent Channel

Tungsten Wealth Management has joined Carson Group’s independent adviser channel, the Omaha-based wealth management firm said Thursday, adding a six-adviser practice with approximately $320 million in advisory and brokerage assets.

Tungsten Wealth was founded in 2017 by Shawn Peschke and Rob Frits, both certified financial planners and certified wealth strategists, who previously worked together at LPL Financial. The firm operates offices in Edmond and Tulsa, Okla., Bentonville, Ark., and Lafayette, La., and focuses on financial planning for high-net-worth, multigenerational clients.

“Advisers choose to partner with Carson Group because we provide a platform for growth,” said Gregg Johnson, national sales director for Carson Group. “Our relationship with Tungsten Wealth highlights how we empower practitioner-led, relationship-driven firms to enhance their advanced planning and client experience.”

Carson Group reported more than $58 billion in assets under management across a network of more than 165 partner offices.

The addition continues a pattern of independent adviser additions Carson has pursued over the past year. Earlier this month, the firm added Ryan Roloff, president and wealth adviser at Roloff Retirement Solutions in Las Vegas, who joined from Farther. And in April 2026, it added approximately $534 million in assets under management through two moves – the return of adviser Tad Singer to the firm’s Omaha headquarters and the full acquisition of its Scottsdale partner firm.

Peschke said the move preserves Tungsten Wealth’s firm culture while expanding its technology and tax planning capabilities. “Our clients become our family,” he said. “Working with Carson allows us to preserve our close-knit, family-oriented firm culture while gaining access to more advanced technology, tax planning capabilities and regulatory support.”

Frits said the firm needed a partner positioned for industry change. “As the industry continues to [evolve], maintaining strong client relationships will require more than just advice,” he said. “Carson is at the forefront of what’s next in the industry, giving us the tools, community and infrastructure to spend more time with our clients and deliver a more holistic client experience.”

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