Carson Group Coaching gives financial advisors a coach, a plan and accountability to get organized so they can deliver results for their clients. Carson Group Partners makes the complex simple for financial advisors by handling their marketing, compliance, technology, investment management and operations so they can grow their business. The financial advisors at Carson Wealth are just as good at explaining investments as they are at making them so clients fully understand what’s happening with their money at every stage of their financial journey.
Ron first began honing his core principles while working from his dorm room at the University of Nebraska in 1983: a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually and innovate. These driving principles enabled the Carson Group to grow to over $8 billion in assets under advisement, which includes assets under management*, and have led Ron to receive distinguished accolades. He is continually ranked among the top advisors by Barron’s magazine and was one of only two independent advisors inducted into Barron’s inaugural Hall of Fame. Ron was named to Forbes list of America’s top wealth advisors, coming in at number 13 out of thousands of advisors. He’s also recognized by FinancialTimes and WealthManagement.com as one of the top RIA’s in the country.
Ron is one of the most celebrated and respected financial advisors in the industry — and is a sought after speaker, thinker and investment strategist. In the spring of 2012, Ron co-founded aRIA, a “think-tank” group comprised of six upstanding RIA firms and Advisor Growth Strategies, a consulting firm serving the wealth management industry. As a member of the Financial Advisor Council of CNBC, Ron also writes guest columns and provides a frontline perspective to the CNBC digital news team. In 2014, Ron joined The American College of Financial Services board of trustees, helping the industry by adding capacity and building our next generation of advisors. Ron’s academic credentials include being a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant. He holds Series 7, 24, 63 licenses through Cetera and Series 65 through CWM, LLC.
Ron is also actively involved in the community. He and his wife, Jeanie, founded The Dreamweaver Foundation, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illnesses. He also founded the American Charitable Foundation – a foundation established for a more efficient disposition of charitable assets and served as a past President of the Child Saving Institute. He and Jeanie have served as Chairs for JDRF and helped the foundation raise over $1 million!
Ron has shared his success principles, as documented in his book, Tested in the Trenches, with audiences worldwide. Ron coauthored the New York Times best-selling book Avalanche, and the blueprinting process that goes with it. Together, these tools help advisors learn how to clarify their mission, vision and values by setting business and life goals. His most recent book, The Sustainable Edge, released in 2016, was written for business owners who are seeking a fuller, more rewarding work-life balance.
Ron and Jeanie reside in Omaha and have three wonderful children, two dogs and a cat. He enjoys spending time with his family, collecting and drinking wine, golfing, flying, pheasant hunting and he’s an avid Nebraska Cornhusker fan.
Get to Know Ron
Favorite TV Show – 24
Favorite Movie – Top Gun
Favorite Quote – You haven’t failed until you quit trying
Favorite sports teams – Huskers, Buckeyes, Broncos
Hidden talents – Auctioneer
*Please note that the amount of CWM, LLC’s ³Assets under Advisement² is considerably larger than the amount of the firms regulatory ³Assets under Management.² Assets under Advisement include regulatory Assets under Management reported in CWM, LLC’s Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC¹s regulatory Assets Under Management can be found in Item 5.F of CWM, LLC’s Form ADV I, available at http://www.adviserinfo.sec.gov.
*Barron’s magazine, October 20, 2014 issue. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
*Registered Rep Magazine, August 2010 issue. The ranking, as identified by Registered Rep, reflects the assets under management using the Discovery-RR database system. Discovery is an online database of financial service intermediaries by the Financial Information Group of Shrewsbury, NJ. Discovery maintains data on the registered rep universe then validates the ranking via direct survey.