Carson Group Acquires Sweet Financial Partners

Carson Group Acquires Minneapolis Carson Wealth Office

January 12, 2026

Wealth Management

Carson Group has fully acquired its Carson Wealth practice in Minneapolis, buying the remaining ownership stake in the office led by Jeremy Willner. The deal (financial terms undisclosed) brings approximately $395 million in advisory and brokerage assets under Carson’s full ownership and is intended to support continuity, succession planning and accelerated growth in the Twin Cities market.

Carson Group Acquires Total Wealth Planning

November 19, 2025

Wealth Management

Omaha-based Carson Group has acquired Ohio-based Total Wealth Planning, a 19-person advisory team overseeing roughly $1.45 billion in client assets, which will rebrand as Carson Wealth and become the firm's 34th wholly owned office. The deal expands Carson's Midwestern footprint and brings Total Wealth Planning access to Carson's technology, integrated data systems and national advisor network to support more complex tax, estate and investment planning needs.

Carson Group Acquires SRQ Wealth

May 28, 2025

Financial Services

Carson Group has fully acquired Sarasota-based SRQ Wealth, a Carson Partner firm that manages approximately $365 million in client assets. SRQ Wealth will remain led by Managing Partner Steve Martin and operate under the SRQ Wealth name as the 25th wholly owned Carson Wealth office, with the deal driven primarily by succession and business continuity goals.

Carson Group Fully Acquires Carson Wealth Scottsdale

February 20, 2026

Wealth Management

Carson Group announced it has fully acquired its Carson Wealth office in Scottsdale, Arizona, bringing the previously minority‑held Carson Wealth Scottsdale practice under full ownership. The Scottsdale team, led by managing partner Brent Pine, oversees roughly $430 million in AUM and the deal is positioned primarily to support succession, leadership development and long‑term client continuity.

Carson Group Acquires Carson Wealth Chicago

January 23, 2025

Wealth Management

Carson Group announced it will take full ownership of its Carson Wealth Chicago office, transitioning the advisor-led practice into a wholly owned branch. Carson Wealth Chicago—led by Mark McCallum—has grown AUM from $163 million in 2019 to more than $1 billion at the end of 2024 across five locations and 15+ advisors; the move is intended to streamline operations and provide Carson Group resources to support further growth and regional expansion.

Carson Wealth Partners with True North Financial to Expand in Montana

September 29, 2024

Wealth Management

Carson Wealth announced a partnership with Billings-based True North Financial, bringing the six-person True North team into the Carson Wealth network as Carson's second Billings location. The True North team — led by Ty Vogele and including David Guenthner and Ryan Wittman — manages over $400 million in assets and will retain client relationships while gaining access to Carson's investment, tax and estate planning resources.