Ron Carson is Founder and CEO of Carson Wealth, one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. In 1993, Ron launched Peak Advisor Alliance as a way to share his insights and formulas for growing an exceptional advisory practice. Ron also founded Carson Institutional Alliance, a partnership that equips elite advisors with the tools they need to communicate with their clients on a deeper level including co-sourced investment management, an integrated marketing strategy and customized materials, an on-demand succession solution and more.
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 Ron’s firm, Carson Wealth Management Group to grow to $6.4 billion in assets under advisement, which includes assets under management,* and have led Ron to become LPL Financial’s top-ranked registered representative for 23 consecutive years. He has also received countless other accolades, including top 10 rankings annually from Barron’s and Registered Rep magazine.* Most recently he was inducted into Barron’s inaugural Hall of Fame.* He is one of the most celebrated and respected financial advisors and executives in the industry — and is a sought after speaker, thinker and investment strategist.
In the spring of 2012, Ron continued to expand his industry leadership by co-founding aRIA. aRIA is a “think-tank” study group comprised of six elite RIA firms, which collectively manage more than $18 billion in client assets, and Advisor Growth Strategies, a leading consulting firm serving the wealth management industry. The group offers insight for advisors considering ways to enhance their firms’ enterprise values. aRIA meets regularly, releasing thought leadership pieces directed toward independent and wirehouse advisors interested in exploring long-term growth strategies. As a member of the Financial Advisor Council of CNBC, Ron also writes guest columns and provides insight and frontline perspective to the CNBC Digital news team. In 2014, Ron joined The American College of Financial Services board of trustees for a three year term. The College offers turnkey programs that produce effective advisors who are able to join a team and make an impact immediately, helping the industry by adding capacity and building our next generation of advisors. Ron’s academic credentials include being a Certified Financial Planner®, Certified Fund Specialist and a Chartered Financial Consultant. He holds the NASD Series 7, 24, 63, and 65 licenses.
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.
Ron has shared his success principles, as documented in his first New York Times best-selling book Avalanche, and in subsequent editions of Tested in the Trenches. 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, scheduled for publication January 19, 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
Purpose – My sole purpose of Peak Advisor Alliance is to strategize about keeping advisers in a position to help their clients by focusing on what’s in their clients best interest.
*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.