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FUNDRAISING NEWS | January 28, 2025
Tags: Personnel, Financial Advisor Move
Carson Group announced that it has recruited Roseville, CA-based team Wurm & Fyre Wealth Management, composed of Jerod Wurm and Casey Frye, who manage $365M in client assets and join from Wells Fargo.
According to Wrum’s LinkedIn profile, their wealth management business was founded in 2015 and provides portfolio management services, retirement strategy designs, and risk management solutions to individuals, families, and businesses. Before establishing the practice, Wurm and Fyre were with Morgan Stanley for five years and Prudential for four years.
As a part of Carson, the practice will undergo rebranding and operate under the name Carson Wealth. The announcement follows closely on Carson’s full acquisition of affiliated $1B Carson Wealth Chicago, as reported by Dakota on January 24.
Written By: Dakota
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