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FUNDRAISING NEWS | March 19, 2024

Carson Group Adds Advisor Duo from Elk River

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Carson Group has acquired a two-advisor team from Elk River Wealth Management, marking its second wealth deal in 2024. 

The team, composed of David Carroll and Jon Springer from Elkhorn, Nebraska, managed approximately $163 million in client assets at Elk River, which was established in 2020. Both have served over 20 years in the wealth management industry. 

While specific financial details were not disclosed, Carson Group will fully own Carroll and Springer’s practice through Carson Wealth. The duo is in close proximity to Carson's Omaha headquarters. 

To view the press release, click here. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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