Page 7 - Carson Wealth News Today

The mergers, acquisitions and advisor moves you missed the week of May 24, 2021.

Organic, Inorganic Growth Fuel Significant Expansion of Carson Wealth Services in Chicago and Northwest Indiana News provided by Share this article Share this article CHICAGO, April 27, 2021 /PRNewswire/ -- Mark McCallum, CFP®, MBA, Managing Partner at Carson Wealth Chicago, established in 2019, today announced a significant expansion of services and resources across Chicagoland and Northwest Indiana. Wealth Advisors Mark Anleitner, CFP®, and Gregory Worcester, CFP®, are joining Carson Weal...

Carson Partner Kuhlmann Associates Financial Rebrands to Carson Wealth News provided by Share this article NAPA, Calif., April 1, 2021 /PRNewswire/ --  Kuhlmann Associates Financial, a wealth management firm that has been part of the Carson Partners network since 2016, today announced their decision to affiliate with Carson Wealth. Founder and CEO, Wealth Advisor Kent Kuhlmann, who has streamlined his business with the support and services powering the partnership network, now looks forward to...

Main Street Financial Life Advisors, LLC® Joins Industry Leader Carson Partners News provided by Share this article OMAHA, Neb., March 17, 2021 /PRNewswire/ -- Main Street Financial Life Advisors, LLC ®, an independent investment management and financial planning practice with more than $163 million in assets under management is the latest firm looking to accelerate its growth and better serve clients by joining Carson Partners. Located outside of Philadelphia, Pennsylvania, in Moorestown, N...

Share this article Share this article SCOTTSDALE, Ariz., Feb. 11, 2021 /PRNewswire/ -- Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced its decision to join the Carson Partners network.    The firm is led by Senior Wealth Advisor, Kevin P. Lane, who founded Lane Brothers & Co. in 1990, making the firm one of the pioneers of the movement away from Wall Street wirehouses and towar...

Carson Group acquires $200 million firm Doylestown-based Strategic Wealth Partners is Carsons first foray into Pennsylvania. January 27, 2021 Carson Group, the Omaha, Nebraska-based hybrid registered investment advisory firm managing more than $12 billion, has acquired Strategic Wealth Partners, a wealth management firm managing $200 million in Doylestown, Pennsylvania. The deal was an equity swap with the firm’s owners, founders Karl Kimball and Michael Edwards. The transaction will help the...

Pennsylvania American Water Systems Recognized for 20 Consecutive Years of Excellent Tap Water Pennsylvania American Water Systems Recognized for 20 Consecutive Years of Excellent Tap Water Customers of Pennsylvania American Water can rest assured of the quality of their tap water, as 18 of the companys water treatment plants were recently recognized with 20-Year Directors Awards from the Partnership for Safe Water for 20 consecutive years of water quality excellence. The national awards, whic...

Press release content from Business Wire. The AP news staff was not involved in its creation. Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors January 11, 2021 GMT LOS ANGELES--(BUSINESS WIRE)--Jan 11, 2021-- Altruist, a fully-integrated digital investment platform for financial advisors, announced today it has closed an additional round of funding that will accelerate its mission of disrupting the custodial offering for indep...