Page 13 - Carson Wealth News Today : Breaking News, Live Updates & Top Stories | Vimarsana

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 Wealth Chicago to expand on the services that McCallum and his existing team of financial advisors, who ...

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 putting the Carson Wealth brand power to work expanding his book of business in the Napa Valley are...

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, New Jersey, Main Street Financial was founded by J. Joseph Roman, CPA/PFS, MST, Managing Director, Se...

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 toward a fee-based, Investment counsel business model. He began his career with PaineWebber but left aft...