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Financial Planning > College Planning

Carson Group Supporting Next-Gen Advisors at University of Nebraska

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Carson Group says it is working with Barron’s in Education and the University of Nebraska-Lincoln to help educate potential next-generation advisors.

The business says this is the second university that it is working with to bring students free access to articles from the publication — the first being Creighton University’s Heider School of Business in Omaha. The University of Nebraska’s College of Business in Lincoln has about 4,400 students.

“It’s our aim to find top universities and expose students to the massive opportunity in the financial services profession,” according to Carson Group CEO Ron Carson, who attended the school.

With only 10% of financial advisors under age 35 today, Carson Group wants to “educate the next generation in the potential career path our industry can offer,” he explained. “And, it’s not just for aspiring financial advisors; marketing, investments, operations, technology — there’s a place for every skill set in our profession’s future.”

Close to 60% of Carson’s leadership team attended the University of Nebraska.

“We have Huskers in every level and every corner of our organization, extending all the way to our executive leadership team,” said Paul West, managing partner at Carson Wealth and fellow Husker alumni, in a statement. “We invest in our existing and future leaders, and Nebraska Business shares our passion for building talent in the world of financial advice.

“Warren Buffett (’51) credits many of his great money decisions to his reading habit. … and I can’t wait to see our students apply what they learn through this partnership,” said Kathy Farrell, dean of the business school, in a statement. “We sincerely appreciate Carson for their financial support to bring this program to the college.”

Carson Group says it added 49 advisor groups with $4.4 billion in assets under management in 2018, which brings the company a total of 96 partner firms with $7.5 billion of assets. In the fourth quarter, 14 firms with about $1.1 billion in assets came on board.

It trades securities through Cetera.


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