Ron Carson Ranks in Barron’s Top 100 Independent Advisors for 10 Years Straight

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

When Ron Carson’s college football career at the University of Nebraska got sidelined by an injury in 1983, he quickly found another pursuit: selling life insurance. “I started cold-calling to get appointments,” he recalls. The few hundred bucks he made going door-to-door beat the grueling unpaid chores he did growing up on his family’s farm—and it didn’t leave his hands caked with grease.

He soon set his sights on becoming a certified financial planner. In 2011, after excelling at one firm, he formed Carson Wealth Management, now a powerhouse overseeing $7.4 billion for 1,553 clients. Many are executives or entrepreneurs who share his passions for aviation, wine, or Cornhusker football.

Carson favors small-cap, tech, energy, and health-care stocks, but considers Internet issues frothy. He has ventured into emerging-market debt and values alternative investments as diversifiers. He even has a fund devoted to distressed real estate.

Barron’s

 

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Carson Wealth Leading the Way for Those Living with Crohn’s & Colitis

This special evening honors professionals and volunteers in the greater Omaha community while raising critical funds for their mission: To cure Crohn’s disease and ulcerative colitis and improve the quality of life of children and adults living with these diseases.

$70M AUM Advisor Beth Walker Joins Carson Wealth

Beth Walker, an advisor who has specialized in financial strategies for families with college-bound children and author of Never Pay Retail for College, today announced her decision to affiliate as a Carson Wealth office.

Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.
1 2 3 4 5 6 7 8 26 27 28

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation