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Nebraska-based RIA Carson Wealth announced that it has entered into a strategic partnership with a Montana-based privately owned wealth manager with over $400M in managed assets, per a September 26 press release.
True North Financial is led by Managing Partner Ty Vogel, accompanied by investment advisors Ryan Wittman, Lee Ann Forsheem, and David Guenthner, as well as client service specialist Amanda Paden. True North Financial operates in Billings, MT, and would be the second Carson-affiliated office located in the city. The partnership will give True North Financial access to the RIA’s network and investment planning resources.
Carson Wealth said it currently oversees approximately $38B in assets across more than 150 Carson and partner offices.
View the press release here.
Written By: Dakota
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