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Industry Spotlight > Broker Dealers

Carson Group Plans $80M Omaha HQ

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(Rendering: Leo A Daly, Olsson)

Carson Group says it is investing $80 million to build a new headquarters for its growing operations in Omaha.

The firm includes roughly 108 partner office location firms with $8.6 billion of assets; it added 49 advisor groups with $4.4 billion in assets under management in 2018. Its coaching business now has about 1,300 member firms in the U.S. and Canada.

“Our new headquarters symbolizes so much more than a physical structure to support our next chapter of growth,” according to founder and CEO Ron Carson. “This project is a testament to the imprint we’ve made on Omaha for the past 35 years, a precursor of our vision to be a national leader in financial services, and a beacon for those who want to join a movement for being the most trusted for financial advice.”

The two new structures are set to go up at 144th & Dodge Streets in the Heartwood Preserve area from mid-2019 and to late 2020. They were designed by and are being developed by Goldenrod Capital Partners, Tetrad Property Group and Leo A Daly, Olsson.

“As someone who grew up on a farm near Tekamah, it’s been a lifelong dream of mine to build a business that reinvests not only in the city of Omaha but the entire state of Nebraska,” Carson said.

The first six-story building will accommodate Carson Group’s 300 employees, while the second smaller building is meant to serve new staff, partners and clients.

“Omaha has become that fast-growing, innovative hub for financial services because we can move faster and do more for our clients, for less,” he added.

Carson Group’s businesses include Carson Wealth, Carson Coaching and Carson Partners.

— Check out Carson Group Supporting Next-Gen Advisors at University of Nebraska  on ThinkAdvisor.


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