Carson Wealth Management Group
Description
Address: 13321 California St #100, Omaha, NE 68154 Hours: Closed ⋅ Opens 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (402) 330-0808 Appointments: carsonwealth.comWebsite: : : : : : Place name: : Category: Website: http://www.carsonwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 1-4 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Carson Wealth Management Group Posting publicly on the Web Write a review Reviews 1 Google review
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Carson Wealth Management Group Employees
Employee
Years
Job
Industry
Pamela Peña Serrano Pamela Peña Serrano's Carson Wealth Management Group Experience July 2014 - Present
Job Bilingual Associate Wealth Advisor. Wealth Designed, Life Defined.
Industry Financial Services
Experience
Carson Wealth Management Group July 2014 - Present
Financial Planning Association at FIU February 2013 - April 2015
Automotive Capital Resources May 2013 - July 2014
Automotive Capital Resources February 2013 - July 2014
Student Managed Investment Fund January 2013 - April 2013
Skills
Excel models, CRM databases, Title Searches, Title Insurance, English & Spanish..., Marketing Event Planning, Leadership, Financial Modeling, Social Networking, Bloomberg, Financial Analysis, Finance, Bloomberg Terminal, International Business, Access, Corporate Finance, Securities, Credit Analysis, Investments, Equities, Valuation, Risk Management, Underwriting, Loan Origination, Managing Deadlines, Personnel Management, Personal Development, Strategic Initiatives, Accounting, Asset Management, Banking, Cash Management, Due Diligence, Financial Accounting, Portfolio Management, Investment Banking, Strategy, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Analysis, Financial Reporting, Financial Advisory, Asset Allocation, Microsoft Excel, Microsoft Office, Public Speaking, Excel Models, Financial Planning
Education
Florida International University - College of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Carson Wealth Management Group July 2014 - Present
Financial Planning Association at FIU February 2013 - April 2015
Automotive Capital Resources May 2013 - July 2014
Automotive Capital Resources February 2013 - July 2014
Student Managed Investment Fund January 2013 - April 2013
Skills
Excel models, CRM databases, Title Searches, Title Insurance, English & Spanish..., Marketing Event Planning, Leadership, Financial Modeling, Social Networking, Bloomberg, Financial Analysis, Finance, Bloomberg Terminal, International Business, Access, Corporate Finance, Securities, Credit Analysis, Investments, Equities, Valuation, Risk Management, Underwriting, Loan Origination, Managing Deadlines, Personnel Management, Personal Development, Strategic Initiatives, Accounting, Asset Management, Banking, Cash Management, Due Diligence, Financial Accounting, Portfolio Management, Investment Banking, Strategy, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Analysis, Financial Reporting, Financial Advisory, Asset Allocation, Microsoft Excel, Microsoft Office, Public Speaking, Excel Models, Financial Planning
Education
Florida International University - College of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Brad Grubb Brad Grubb's Carson Wealth Management Group Experience September 2010 - February 2014
Job President of Wealth Management Company
Industry Investment Management
Experience
Manarin Investment Counsel, Ltd. March 2014 - February 2015
CWM, LLC January 2011 - February 2014
Carson Wealth Management Group September 2010 - February 2014
Bank of the West 2005 - 2010
BancWest Investment Services, Inc. December 2003 - 2010
Commercial Federal Bank 2003 - 2005
Citigroup 1998 - 2003
Citicorp Investment Services October 1998 - December 2002
INVEST 1990 - 1998
Invest Financial Corporation 1990 - 1998
Education
Loyola University of Chicago 1979 — 1983
BA, Economics
Loyola University of Chicago 1979 — 1983
Bachelor of Arts (B.A.), Economics
Manarin Investment Counsel, Ltd. March 2014 - February 2015
CWM, LLC January 2011 - February 2014
Carson Wealth Management Group September 2010 - February 2014
Bank of the West 2005 - 2010
BancWest Investment Services, Inc. December 2003 - 2010
Commercial Federal Bank 2003 - 2005
Citigroup 1998 - 2003
Citicorp Investment Services October 1998 - December 2002
INVEST 1990 - 1998
Invest Financial Corporation 1990 - 1998
Education
Loyola University of Chicago 1979 — 1983
BA, Economics
Loyola University of Chicago 1979 — 1983
Bachelor of Arts (B.A.), Economics
Tad Singer Tad Singer's Carson Wealth Management Group Experience July 1998 - September 2014
Job Senior Vice PresidentWealth Adviser at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services September 2014 - Present
Carson Wealth Management Group July 1998 - September 2014
PEAK 2008 - 2008
Skills
Asset Allocation, Investments, Strategic Financial..., Long-term Care, Disability Insurance, Portfolio Management, Retirement, Securities, Financial Advisory, Wealth, Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Investment Strategies, Asset Management, Financial Services, 529 Plans, Wealth Management...
Education
University of Nebraska at Omaha 1992 — 1996
BS, Business Finance & Finance and Banking
SMITH HAYES Financial Services September 2014 - Present
Carson Wealth Management Group July 1998 - September 2014
PEAK 2008 - 2008
Skills
Asset Allocation, Investments, Strategic Financial..., Long-term Care, Disability Insurance, Portfolio Management, Retirement, Securities, Financial Advisory, Wealth, Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Investment Strategies, Asset Management, Financial Services, 529 Plans, Wealth Management...
Education
University of Nebraska at Omaha 1992 — 1996
BS, Business Finance & Finance and Banking
Kendall Hahn Kendall Hahn's Carson Wealth Management Group Experience October 2008 - June 2010
Job Director Wealth Management at American National Bank
Industry Financial Services
Experience
American National Bank January 2014 - Present
Dynamic Wealth Strategies, LLC August 2012 - January 2014
Orizon Investment Counsel, LLC July 2010 - July 2012
Carson Wealth Management Group October 2008 - June 2010
21st Century Financial Group 2000 - 2010
21st Century Financial Group 2000 - 2010
US Bank 2006 - 2007
Education
University of Nebraska-Lincoln 1992 — 1995
Bachelor's degree, Finance, General
American National Bank January 2014 - Present
Dynamic Wealth Strategies, LLC August 2012 - January 2014
Orizon Investment Counsel, LLC July 2010 - July 2012
Carson Wealth Management Group October 2008 - June 2010
21st Century Financial Group 2000 - 2010
21st Century Financial Group 2000 - 2010
US Bank 2006 - 2007
Education
University of Nebraska-Lincoln 1992 — 1995
Bachelor's degree, Finance, General
Lantz Hunt Lantz Hunt's Carson Wealth Management Group Experience December 2013 - Present
Job Senior Vice President of Operations
Industry Financial Services
Experience
Carson Wealth Management Group December 2013 - Present
Orion Advisor Services September 2013 - November 2013
Orion Advisor Services August 2012 - August 2013
Constellation Trust Company/Northstar Financial 2005 - July 2012
Skills
Asset Management, Asset Managment, Financial Services, Investments, Mutual Funds, Securities, Series 7, Investment Advisory, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Risk Management, Financial Planning, Retirement Planning, Alternative Investments
Education
University of Nebraska-Lincoln 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Carson Wealth Management Group December 2013 - Present
Orion Advisor Services September 2013 - November 2013
Orion Advisor Services August 2012 - August 2013
Constellation Trust Company/Northstar Financial 2005 - July 2012
Skills
Asset Management, Asset Managment, Financial Services, Investments, Mutual Funds, Securities, Series 7, Investment Advisory, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Risk Management, Financial Planning, Retirement Planning, Alternative Investments
Education
University of Nebraska-Lincoln 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Aimee Richards Aimee Richards's Carson Wealth Management Group Experience July 2012 - Present
Job Senior Accountant at Carson Wealth Management Group
Industry Executive Office
Experience
Carson Wealth Management Group July 2012 - Present
Blue Cross and Blue Shield of Nebraska January 2012 - July 2012
Omaha Buyers Broker March 2011 - November 2011
QA3 Financial Corp October 2000 - April 2011
Financial Brokerage August 1991 - October 2000
Skills
Microsoft Office, Customer Service
Education
University of Nebraska at Omaha 1991 — 1995
Elementary Education
Carson Wealth Management Group July 2012 - Present
Blue Cross and Blue Shield of Nebraska January 2012 - July 2012
Omaha Buyers Broker March 2011 - November 2011
QA3 Financial Corp October 2000 - April 2011
Financial Brokerage August 1991 - October 2000
Skills
Microsoft Office, Customer Service
Education
University of Nebraska at Omaha 1991 — 1995
Elementary Education
Minna (Gerber) Burns Minna (Gerber) Burns's Carson Wealth Management Group Experience April 2013 - Present
Job Director of Marketing at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group April 2013 - Present
West Corporation June 2012 - April 2013
West Corporation November 2010 - June 2012
West Corporation April 2009 - November 2010
Marketing Results January 2007 - April 2009
Skills
Direct Marketing, Account Management, Marketing, Social Media, Marketing Communications, Email Marketing, Social Media Marketing, Advertising, Salesforce.com, Marketing Strategy, Online Advertising, Lead Generation, Digital Marketing, B2B, Integrated Marketing, Sales, Online Marketing, SEO, Trade Shows, New Business Development, Facebook, Social Networking, Public Relations, Market Research, Direct Mail, Strategic Planning, Copywriting, Brand Development, Mobile Marketing, CRM, Event Management, Strategic Partnerships, Marketing Management, SEM, E-commerce, Marketing Research, Product Marketing, B2B Marketing, Media Planning, Market Planning, PPC, Customer Acquisition, Brand Management, Multi-channel Marketing, Database Marketing, Interactive Marketing, Digital Strategy, Web Analytics, Relationship Marketing
Education
University of Nebraska-Lincoln 2002 — 2006
B.S.B.A, Marketing, Spanish
Carson Wealth Management Group April 2013 - Present
West Corporation June 2012 - April 2013
West Corporation November 2010 - June 2012
West Corporation April 2009 - November 2010
Marketing Results January 2007 - April 2009
Skills
Direct Marketing, Account Management, Marketing, Social Media, Marketing Communications, Email Marketing, Social Media Marketing, Advertising, Salesforce.com, Marketing Strategy, Online Advertising, Lead Generation, Digital Marketing, B2B, Integrated Marketing, Sales, Online Marketing, SEO, Trade Shows, New Business Development, Facebook, Social Networking, Public Relations, Market Research, Direct Mail, Strategic Planning, Copywriting, Brand Development, Mobile Marketing, CRM, Event Management, Strategic Partnerships, Marketing Management, SEM, E-commerce, Marketing Research, Product Marketing, B2B Marketing, Media Planning, Market Planning, PPC, Customer Acquisition, Brand Management, Multi-channel Marketing, Database Marketing, Interactive Marketing, Digital Strategy, Web Analytics, Relationship Marketing
Education
University of Nebraska-Lincoln 2002 — 2006
B.S.B.A, Marketing, Spanish
Teresa Milner Teresa Milner's Carson Wealth Management Group Experience April 2013 - Present
Job Wealth Advisor at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group April 2013 - Present
Principal Financial Group May 2012 - April 2013
Illuminate Financial Group September 2009 - May 2012
metroMAGAZINE May 2006 - September 2009
Metro Magazine May 2006 - September 2009
NP Dodge Real Estate April 2008 - June 2009
Skills
Disability Insurance, Estate Planning, Mutual Funds, 401(k), 403 (b), SEP,..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreeements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Annuities (Variable &..., Small Business, Long Term Care Insurance, Wealth Management, Investments, IRAs, Business Development, Universal Life, Strategic Financial...
Education
Bellevue University 1996 — 1997
BS, Marketing Management
Carson Wealth Management Group April 2013 - Present
Principal Financial Group May 2012 - April 2013
Illuminate Financial Group September 2009 - May 2012
metroMAGAZINE May 2006 - September 2009
Metro Magazine May 2006 - September 2009
NP Dodge Real Estate April 2008 - June 2009
Skills
Disability Insurance, Estate Planning, Mutual Funds, 401(k), 403 (b), SEP,..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreeements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Annuities (Variable &..., Small Business, Long Term Care Insurance, Wealth Management, Investments, IRAs, Business Development, Universal Life, Strategic Financial...
Education
Bellevue University 1996 — 1997
BS, Marketing Management
Phil McBride Phil McBride's Carson Wealth Management Group Experience March 2009 - September 2014
Job Senior Wealth Advisor at Allen Capital Group
Industry Financial Services
Experience
Allen Capital Group September 2014 - Present
Carson Wealth Management Group March 2009 - September 2014
Education
Valparaiso University 2003 — 2005
Masters, Education
University of Nebraska-Lincoln 1999 — 2002
Bachelor of Science, Ag Economics
Allen Capital Group September 2014 - Present
Carson Wealth Management Group March 2009 - September 2014
Education
Valparaiso University 2003 — 2005
Masters, Education
University of Nebraska-Lincoln 1999 — 2002
Bachelor of Science, Ag Economics
Chelsie (Carson) Morales's Carson Wealth Management Group Experience May 2011 - February 2013
Job Recruiter at Hudl
Industry Consumer Services
Experience
Hudl May 2015 - Present
Hudl June 2014 - April 2015
Carson Institutional Advisory February 2013 - August 2013
Carson Wealth Management Group May 2011 - February 2013
Waddell & Reed December 2010 - May 2011
Skills
Business Strategy, Financial Advisory, Finance, Wealth Management, Strategy, Investments, Securities, Series 7, Trust Management, Fixed Annuities, Marketing, Retirement Planning, Investment Portfolio, Mutual Funds, Microsoft Office, Management, Sales, Leadership, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA), MBA
University of Nebraska at Kearney 2007 — 2010
Bachelor of Science, Business Administration, Marketing
Elkhorn High School
Hudl May 2015 - Present
Hudl June 2014 - April 2015
Carson Institutional Advisory February 2013 - August 2013
Carson Wealth Management Group May 2011 - February 2013
Waddell & Reed December 2010 - May 2011
Skills
Business Strategy, Financial Advisory, Finance, Wealth Management, Strategy, Investments, Securities, Series 7, Trust Management, Fixed Annuities, Marketing, Retirement Planning, Investment Portfolio, Mutual Funds, Microsoft Office, Management, Sales, Leadership, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA), MBA
University of Nebraska at Kearney 2007 — 2010
Bachelor of Science, Business Administration, Marketing
Elkhorn High School
Maggie Nagengast Maggie Nagengast's Carson Wealth Management Group Experience May 2009 - August 2009
Job System Engineer at Raytheon
Industry Defense & Space
Experience
Raytheon July 2013 - Present
University of Southern California September 2012 - May 2013
NASA Langley Research Center June 2012 - August 2012
Southwest Research Institute May 2011 - August 2011
Carson Wealth Management Group May 2009 - August 2009
Skills
Labview, Matlab, Thermodynamics, Solidworks, Solid Edge, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Engineering Design, Engineering Management, Technical Writing, Orbital Mechanics, Simulations, Requirements Analysis, Requirements..., Data Analysis, Uncertainty Analysis, Photogrammetry, Systems Engineering, LabVIEW, SolidWorks, Engineering
Education
University of Southern California 2013 — 2015
Master of Science (MS), Astronautical Engineering
University of Southern California 2009 — 2013
BS, Astronautical Engineering
Marian high school 2005 — 2009
Raytheon July 2013 - Present
University of Southern California September 2012 - May 2013
NASA Langley Research Center June 2012 - August 2012
Southwest Research Institute May 2011 - August 2011
Carson Wealth Management Group May 2009 - August 2009
Skills
Labview, Matlab, Thermodynamics, Solidworks, Solid Edge, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Engineering Design, Engineering Management, Technical Writing, Orbital Mechanics, Simulations, Requirements Analysis, Requirements..., Data Analysis, Uncertainty Analysis, Photogrammetry, Systems Engineering, LabVIEW, SolidWorks, Engineering
Education
University of Southern California 2013 — 2015
Master of Science (MS), Astronautical Engineering
University of Southern California 2009 — 2013
BS, Astronautical Engineering
Marian high school 2005 — 2009
Aaron Foster, CFA's Carson Wealth Management Group Experience September 2011 - October 2014
Job Regional Supervising Editor at Franklin Templeton
Industry Writing and Editing
Experience
SoundView Advisors October 2014 - July 2015
Carson Wealth Management Group September 2011 - October 2014
Creighton University June 2011 - August 2011
Seeking Alpha 2010 - August 2011
Bridges Investment Management May 2007 - August 2011
Wealthfront Inc. October 2009 - June 2010
Mutual of Omaha April 2006 - May 2007
National Indemnity Company 2005 - 2006
Skills
Equities, Investment Strategies, Investment Advisory, Securities, Fixed Income, Financial Advisory, Investments, Portfolio Management, Strategic Financial..., Valuation, Financial Analysis, Risk Management, Financial Modeling, Research, Mutual Funds, Asset Allocation, Analysis, Wealth Management
Education
Creighton University 2003 — 2007
Bachelor of Science, Business Administration; Finance
SoundView Advisors October 2014 - July 2015
Carson Wealth Management Group September 2011 - October 2014
Creighton University June 2011 - August 2011
Seeking Alpha 2010 - August 2011
Bridges Investment Management May 2007 - August 2011
Wealthfront Inc. October 2009 - June 2010
Mutual of Omaha April 2006 - May 2007
National Indemnity Company 2005 - 2006
Skills
Equities, Investment Strategies, Investment Advisory, Securities, Fixed Income, Financial Advisory, Investments, Portfolio Management, Strategic Financial..., Valuation, Financial Analysis, Risk Management, Financial Modeling, Research, Mutual Funds, Asset Allocation, Analysis, Wealth Management
Education
Creighton University 2003 — 2007
Bachelor of Science, Business Administration; Finance
Lacy Jungman Lacy Jungman's Carson Wealth Management Group Experience December 2010 - November 2011
Job Corporate Director of Sales and Marketing at Heritage Communities
Industry Hospital & Health Care
Experience
Heritage Communities August 2014 - Present
Heritage Communities February 2014 - September 2014
Heritage Communities August 2013 - February 2014
Heritage Communities November 2011 - August 2013
Carson Wealth Management Group December 2010 - November 2011
Westgate Assisted Living February 2007 - December 2010
Muscular Dystrophy Association January 2006 - January 2007
Education
University of Nebraska at Omaha 2000 — 2004
Millard South
Heritage Communities August 2014 - Present
Heritage Communities February 2014 - September 2014
Heritage Communities August 2013 - February 2014
Heritage Communities November 2011 - August 2013
Carson Wealth Management Group December 2010 - November 2011
Westgate Assisted Living February 2007 - December 2010
Muscular Dystrophy Association January 2006 - January 2007
Education
University of Nebraska at Omaha 2000 — 2004
Millard South
Ben Goethel Ben Goethel's Carson Wealth Management Group Experience May 2015 - Present
Job Director of Wealth Enhancement Group / Associate Counsel at Carson Wealth Management Group
Industry Investment Management
Experience
Carson Wealth Management Group May 2015 - Present
Carson Wealth Management Group April 2014 - May 2015
First National Bank Fremont November 2013 - April 2014
Fremont National Bank December 2012 - November 2013
Leininger Smith Johnson Baack Placzek & Allen August 2010 - September 2012
Skills
Strategic Financial..., Estate Planning, Personal Trust..., Legal Research, Microsoft Excel, Due Diligence, Investments, Trusts, Financial Planning, Wealth Management, Management, Banking, Asset Management, Financial Services, Retirement Planning, Finance
Education
University of Nebraska College of Law 2007 — 2010
JD
Iowa State University 2003 — 2007
BS, Accounting
Plattsmouth High School
Carson Wealth Management Group May 2015 - Present
Carson Wealth Management Group April 2014 - May 2015
First National Bank Fremont November 2013 - April 2014
Fremont National Bank December 2012 - November 2013
Leininger Smith Johnson Baack Placzek & Allen August 2010 - September 2012
Skills
Strategic Financial..., Estate Planning, Personal Trust..., Legal Research, Microsoft Excel, Due Diligence, Investments, Trusts, Financial Planning, Wealth Management, Management, Banking, Asset Management, Financial Services, Retirement Planning, Finance
Education
University of Nebraska College of Law 2007 — 2010
JD
Iowa State University 2003 — 2007
BS, Accounting
Plattsmouth High School
Kari Slattery Kari Slattery's Carson Wealth Management Group Experience April 2014 - Present
Job Creative Services Manager
Industry Design
Experience
Carson Wealth Management Group April 2014 - Present
HDR June 2007 - April 2014
Skills
Print, Interactive Marketing, Publications, Advertising, Graphic Design, Illustration, Video Editing, Adobe Creative Suite, PowerPoint, Photography, Fine Art, Presentation Design, Written Communication, Motion Graphics, Presentation Development, Marketing Communications, Graphic Arts, Brochures, Newsletters, InDesign, Photoshop
Education
Briar Cliff University 2003 — 2007
Bachelor of Arts (B.A.), Graphic Design/Fine Art
Carson Wealth Management Group April 2014 - Present
HDR June 2007 - April 2014
Skills
Print, Interactive Marketing, Publications, Advertising, Graphic Design, Illustration, Video Editing, Adobe Creative Suite, PowerPoint, Photography, Fine Art, Presentation Design, Written Communication, Motion Graphics, Presentation Development, Marketing Communications, Graphic Arts, Brochures, Newsletters, InDesign, Photoshop
Education
Briar Cliff University 2003 — 2007
Bachelor of Arts (B.A.), Graphic Design/Fine Art
Kyle L. Miller Kyle L. Miller's Carson Wealth Management Group Experience January 2000 - February 2005
Job OSJ Branch Manager/Investment Adviser Representative
Industry Financial Services
Experience
Cetera Advisor Networks LLC February 2005 - Present
KLM Investment February 2005 - Present
Financial Network Investment Corporation, Member SIPC 2005 - 2009
Carson Wealth Management Group January 2000 - February 2005
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Options, Stocks, Bonds, 529 Plans, Estate Planning, Tax-advantaged..., Risk Management, Financial Advisory, Long-term Care, Strategic Financial..., Series 7, Disability Insurance, Investment Advisory, Fixed Income, Fixed Annuities, Mortgage Lending, 401k, Insurance, Financial Analysis, Financial Services, Investment Strategies, Retirement Planning, Investment Management, Asset Allocation, Uniform Combined State..., Equities, Term Life Insurance, Financial Planners, Securities, Financial Modeling, Finance, Wealth, Trading, FINRA, Asset Management, Retirement, Alternative Investments, Banking, Series 24, Life Insurance, CRM, Series 63, IRAs, Series 6, Series 65, ETFs
Education
University of Nebraska-Lincoln 1991 — 1995
Finance
University of Nebraska at Omaha
BS-Business Administration, Banking & Financial Markets, Investment Sciences & Portfolio Management
Cetera Advisor Networks LLC February 2005 - Present
KLM Investment February 2005 - Present
Financial Network Investment Corporation, Member SIPC 2005 - 2009
Carson Wealth Management Group January 2000 - February 2005
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Options, Stocks, Bonds, 529 Plans, Estate Planning, Tax-advantaged..., Risk Management, Financial Advisory, Long-term Care, Strategic Financial..., Series 7, Disability Insurance, Investment Advisory, Fixed Income, Fixed Annuities, Mortgage Lending, 401k, Insurance, Financial Analysis, Financial Services, Investment Strategies, Retirement Planning, Investment Management, Asset Allocation, Uniform Combined State..., Equities, Term Life Insurance, Financial Planners, Securities, Financial Modeling, Finance, Wealth, Trading, FINRA, Asset Management, Retirement, Alternative Investments, Banking, Series 24, Life Insurance, CRM, Series 63, IRAs, Series 6, Series 65, ETFs
Education
University of Nebraska-Lincoln 1991 — 1995
Finance
University of Nebraska at Omaha
BS-Business Administration, Banking & Financial Markets, Investment Sciences & Portfolio Management
Aaron Schaben's Carson Wealth Management Group Experience November 2011 - Present
Job Managing Director of Carson Institutional Advisory & Strategic Opportunities at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group November 2011 - Present
Skills
Investments, Wealth Management, Equities, Securities, Financial Services, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Strategic Financial...
Education
Creighton University 2004 — 2008
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Carson Wealth Management Group November 2011 - Present
Skills
Investments, Wealth Management, Equities, Securities, Financial Services, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Strategic Financial...
Education
Creighton University 2004 — 2008
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Kris Fauth's Carson Wealth Management Group Experience December 2014 - Present
Job IT Manager at Carson Wealth Managment
Industry Information Technology and Services
Experience
Carson Wealth Management Group December 2014 - Present
Central Valley Ag Coop August 2013 - December 2014
Payflex Systems August 2010 - August 2013
Slosburg Company August 2006 - August 2010
Education Assistance Corporation February 2001 - August 2006
Skills
F5 BigIP, VMware, Storage Area Networks, IIS, Disaster Recovery, Cisco Technologies, Windows Server, Process Improvement, Information Security, SQL, Cisco Networking, RSA SecurID, RSA enVision, EMC Storage, HP Storage, Cisco Firewall Security, Intrusion Prevention, NetApp, Bash, IPS, Security, Network Security, Network Design, Enterprise Architecture, Servers, Microsoft Exchange, Data Center, VPN
Education
Northern State University 1996 — 2000
Bachelor of Science (B.S.), Management Information Systems and Business Marketing
Carson Wealth Management Group December 2014 - Present
Central Valley Ag Coop August 2013 - December 2014
Payflex Systems August 2010 - August 2013
Slosburg Company August 2006 - August 2010
Education Assistance Corporation February 2001 - August 2006
Skills
F5 BigIP, VMware, Storage Area Networks, IIS, Disaster Recovery, Cisco Technologies, Windows Server, Process Improvement, Information Security, SQL, Cisco Networking, RSA SecurID, RSA enVision, EMC Storage, HP Storage, Cisco Firewall Security, Intrusion Prevention, NetApp, Bash, IPS, Security, Network Security, Network Design, Enterprise Architecture, Servers, Microsoft Exchange, Data Center, VPN
Education
Northern State University 1996 — 2000
Bachelor of Science (B.S.), Management Information Systems and Business Marketing
gage thomsen's Carson Wealth Management Group Experience October 2007 - September 2008
Job Sr. Manager Communications Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Jackson National Life Distributors LLC April 2012 - March 2015
Securities America, Inc. Member FINRA/SIPC January 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC October 2008 - December 2009
Carson Wealth Management Group October 2007 - September 2008
Charles Schwab March 2007 - October 2007
TD Ameritrade December 2004 - February 2007
Education
Bellevue University 2004 — 2007
BS, Business Administration Technical Studies
Charles Schwab March 2015 - Present
Jackson National Life Distributors LLC April 2012 - March 2015
Securities America, Inc. Member FINRA/SIPC January 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC October 2008 - December 2009
Carson Wealth Management Group October 2007 - September 2008
Charles Schwab March 2007 - October 2007
TD Ameritrade December 2004 - February 2007
Education
Bellevue University 2004 — 2007
BS, Business Administration Technical Studies
Crystall Williams-Bonner's Carson Wealth Management Group Experience 2007 - 2008
Job Graduate Student at Creighton University
Industry Public Relations and Communications
Experience
Creighton University 2010 - Present
Thrivent Financial for Lutherans July 2012 - December 2013
Nebraska Lutheran Outdoor Ministries (Carol Joy Holling) August 2009 - July 2011
United Healthcare Group 2008 - 2009
Carson Wealth Management Group 2007 - 2008
New York Life Insurance 2006 - 2007
State Farm Bank & Insurance 1992 - 2006
Mutual of Omaha 1984 - 1992
Skills
Community Outreach, Public Relations, Media Relations, Program Management, Analysis, Business Planning, Staff Development, Research, Small Business
Education
Creighton University 2010 — 2015
Master of Arts (MA)
Creighton University 1987 — 1987
Bachelor's Degree in Journalism
Creighton University 2010 - Present
Thrivent Financial for Lutherans July 2012 - December 2013
Nebraska Lutheran Outdoor Ministries (Carol Joy Holling) August 2009 - July 2011
United Healthcare Group 2008 - 2009
Carson Wealth Management Group 2007 - 2008
New York Life Insurance 2006 - 2007
State Farm Bank & Insurance 1992 - 2006
Mutual of Omaha 1984 - 1992
Skills
Community Outreach, Public Relations, Media Relations, Program Management, Analysis, Business Planning, Staff Development, Research, Small Business
Education
Creighton University 2010 — 2015
Master of Arts (MA)
Creighton University 1987 — 1987
Bachelor's Degree in Journalism
Brandon Lanza Brandon Lanza's Carson Wealth Management Group Experience September 2013 - Present
Job Network Engineer at Carson Wealth Management Group
Industry Information Technology and Services
Experience
Carson Wealth Management Group September 2013 - Present
Omaha Public Schools July 2008 - September 2013
CompUSA 2003 - 2007
Skills
Research, Technology Integration, Educational Technology, Windows Server, Coaching, Staff Development, Teaching, Team Building, Higher Education, Leadership, Instructional Design, Troubleshooting, Microsoft Office, Active Directory, Public Speaking, Retail, Windows 7, Visual Studio, E-Learning, Teacher Training, Network Administration, Leadership Development, Technical Writing, System Administration
Education
Bellevue University 2013 — 2015
Bachelor's degree, IT Operations Management
High-Tech Institute (Anthem College) 2001 — 2003
AS, Computer Networking
Carson Wealth Management Group September 2013 - Present
Omaha Public Schools July 2008 - September 2013
CompUSA 2003 - 2007
Skills
Research, Technology Integration, Educational Technology, Windows Server, Coaching, Staff Development, Teaching, Team Building, Higher Education, Leadership, Instructional Design, Troubleshooting, Microsoft Office, Active Directory, Public Speaking, Retail, Windows 7, Visual Studio, E-Learning, Teacher Training, Network Administration, Leadership Development, Technical Writing, System Administration
Education
Bellevue University 2013 — 2015
Bachelor's degree, IT Operations Management
High-Tech Institute (Anthem College) 2001 — 2003
AS, Computer Networking
Shelly Christenson Shelly Christenson's Carson Wealth Management Group Experience January 2008 - June 2011
Job Human Resources Professional
Industry Printing
Experience
Staples Print Solutions July 2012 - Present
3C Network July 2011 - June 2012
Carson Wealth Management Group January 2008 - June 2011
Peak Advisor Alliance January 2008 - June 2011
Lozier Corporation August 2002 - January 2008
Bahr Vermeer Haecker Architects August 1998 - August 2002
Education
University of Nebraska-Lincoln 1992 — 1996
BSBA, Human Resources Management
Staples Print Solutions July 2012 - Present
3C Network July 2011 - June 2012
Carson Wealth Management Group January 2008 - June 2011
Peak Advisor Alliance January 2008 - June 2011
Lozier Corporation August 2002 - January 2008
Bahr Vermeer Haecker Architects August 1998 - August 2002
Education
University of Nebraska-Lincoln 1992 — 1996
BSBA, Human Resources Management
Nancy K. Caton Nancy K. Caton's Carson Wealth Management Group Experience July 2013 - Present
Job Managing Director at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group July 2013 - Present
Caton Financial, Inc. An Independent Investment Advisor Firm 1990 - 2013
Raymond James Financial Services 1990 - 2013
Skills
Strategic Financial..., Long-term Care, Portfolio Management, Retirement Planning, Retirement, Investment Advisory, IRAs, Estate Planning, 401k Rollovers, Fixed Annuities, Mutual Funds, Investments, Chartered Financial..., Holistic Financial..., Comprehensive Wealth..., Wealth Advisor, Financial Advisory, Securities, Wealth Management, Financial Planning
Education
University of California, Berkeley
Western Washington University
Carson Wealth Management Group July 2013 - Present
Caton Financial, Inc. An Independent Investment Advisor Firm 1990 - 2013
Raymond James Financial Services 1990 - 2013
Skills
Strategic Financial..., Long-term Care, Portfolio Management, Retirement Planning, Retirement, Investment Advisory, IRAs, Estate Planning, 401k Rollovers, Fixed Annuities, Mutual Funds, Investments, Chartered Financial..., Holistic Financial..., Comprehensive Wealth..., Wealth Advisor, Financial Advisory, Securities, Wealth Management, Financial Planning
Education
University of California, Berkeley
Western Washington University
Mark Lookabill Mark Lookabill's Carson Wealth Management Group Experience August 1998 - Present
Job Wealth Advisor at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group August 1998 - Present
Skills
Wealth, Securities, Financial Advisory, Retirement Planning, Wealth Management, FINRA, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Portfolio Management
Education
Creighton University 1988 — 1993
BSBA, Finance & Economics
Carson Wealth Management Group August 1998 - Present
Skills
Wealth, Securities, Financial Advisory, Retirement Planning, Wealth Management, FINRA, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Portfolio Management
Education
Creighton University 1988 — 1993
BSBA, Finance & Economics
James Mackiewicz's Carson Wealth Management Group Experience April 2008 - December 2011
Job VP, Practice Management Consultant at AssetMark
Industry Financial Services
Experience
AssetMark (f.k.a. Genworth Wealth Management) January 2012 - Present
Peak Advisor Alliance April 2008 - December 2011
Carson Wealth Management Group April 2008 - December 2011
Kaplan University 2007 - 2011
Bank of the West August 2001 - April 2008
Commercial Federal Bank 2001 - 2003
TD Ameritrade January 1999 - August 2001
Skills
Succession Planning, Marketing, Retirement Planning, Training, Management Consulting, Strategic Planning, Coaching, Public Speaking, Process Improvement, Management, Leadership, Wealth Management, Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Insurance, Loans, Consulting, Finance, Business Development, Operations Management, Series 7, Human Resources, Strategic Financial..., Securities, Series 63, Investments, Financial Services, Mutual Funds, Investment Advisory, Retirement, Fixed Annuities, Wealth, Financial Planning
Education
Bellevue University 1995 — 1997
MBA, Business and Finance
Consumer Banker's Association 2003 — 2005
Retail Bank Management
University of Nebraska at Omaha 1994 — 1995
Bachelor, General Administration
University of Nebraska-Lincoln 1991 — 1994
Business Administration
Senshu University 1993 — 1993
International Business
AssetMark (f.k.a. Genworth Wealth Management) January 2012 - Present
Peak Advisor Alliance April 2008 - December 2011
Carson Wealth Management Group April 2008 - December 2011
Kaplan University 2007 - 2011
Bank of the West August 2001 - April 2008
Commercial Federal Bank 2001 - 2003
TD Ameritrade January 1999 - August 2001
Skills
Succession Planning, Marketing, Retirement Planning, Training, Management Consulting, Strategic Planning, Coaching, Public Speaking, Process Improvement, Management, Leadership, Wealth Management, Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Insurance, Loans, Consulting, Finance, Business Development, Operations Management, Series 7, Human Resources, Strategic Financial..., Securities, Series 63, Investments, Financial Services, Mutual Funds, Investment Advisory, Retirement, Fixed Annuities, Wealth, Financial Planning
Education
Bellevue University 1995 — 1997
MBA, Business and Finance
Consumer Banker's Association 2003 — 2005
Retail Bank Management
University of Nebraska at Omaha 1994 — 1995
Bachelor, General Administration
University of Nebraska-Lincoln 1991 — 1994
Business Administration
Senshu University 1993 — 1993
International Business
Michele Peel Michele Peel's Carson Wealth Management Group Experience February 2013 - Present
Job Client & Team Services at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group February 2013 - Present
Loreal / salon centric September 2010 - November 2012
NRG Media April 2010 - September 2010
Summit City Radio Fort Wayne Indiana March 2005 - November 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, Recruiting
Education
Iowa Western Community College 2002 — 2004
Marketing and Communications
Carson Wealth Management Group February 2013 - Present
Loreal / salon centric September 2010 - November 2012
NRG Media April 2010 - September 2010
Summit City Radio Fort Wayne Indiana March 2005 - November 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, Recruiting
Education
Iowa Western Community College 2002 — 2004
Marketing and Communications
Shayla Kriha Shayla Kriha's Carson Wealth Management Group Experience October 2013 - Present
Job Client Service Manager at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group October 2013 - Present
Education
University of Nebraska at Kearney 1990 — 1994
Carson Wealth Management Group October 2013 - Present
Education
University of Nebraska at Kearney 1990 — 1994
Jacob Bleicher Jacob Bleicher's Carson Wealth Management Group Experience June 2013 - Present
Job Junior Equity Analyst at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group June 2013 - Present
SilverStone Group June 2011 - June 2013
Skills
Financial Analysis, Risk Management, Investments, Equities, Financial Modeling, Data Analysis, Microsoft Excel, Portfolio Management, PowerPoint, Strategic Planning, Microsoft Office, Strategic Financial..., Analysis
Education
Creighton University 2011 — 2013
MSA (Master's of Securities Analysis)
Creighton University 2010 — 2012
MBA, Finance
Creighton University 2005 — 2009
Bachelor, Chemistry
Brownell Talbot
Carson Wealth Management Group June 2013 - Present
SilverStone Group June 2011 - June 2013
Skills
Financial Analysis, Risk Management, Investments, Equities, Financial Modeling, Data Analysis, Microsoft Excel, Portfolio Management, PowerPoint, Strategic Planning, Microsoft Office, Strategic Financial..., Analysis
Education
Creighton University 2011 — 2013
MSA (Master's of Securities Analysis)
Creighton University 2010 — 2012
MBA, Finance
Creighton University 2005 — 2009
Bachelor, Chemistry
Brownell Talbot
Todd Knott Todd Knott's Carson Wealth Management Group Experience January 2015 - Present
Job Trading Manager at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group January 2015 - Present
SMITH HAYES Financial April 2011 - December 2014
QA3 Financial Corp October 2005 - February 2011
TD Ameritrade January 2004 - October 2005
Legent Clearing 2002 - 2004
Kirkpatrick Pettis March 2001 - January 2003
TD Ameritrade August 1997 - January 2001
CLS Investments, LLC 2001 - 2001
Skills
Trading, Investment Advisory, Wealth Management, Asset Managment, Options, Risk Management, Series 7, Investments, Fixed Income, Securities, Bloomberg, Bonds, FINRA, Mutual Funds, Series 63, Equities, Series 24, Portfolio Management, Equity Trading, Retirement Planning, Asset Allocation, Trading Systems, Electronic Trading, ETFs, Uniform Combined State..., Derivatives, Financial Services, Strategic Financial...
Education
The University of South Dakota 1990 — 1993
Carson Wealth Management Group January 2015 - Present
SMITH HAYES Financial April 2011 - December 2014
QA3 Financial Corp October 2005 - February 2011
TD Ameritrade January 2004 - October 2005
Legent Clearing 2002 - 2004
Kirkpatrick Pettis March 2001 - January 2003
TD Ameritrade August 1997 - January 2001
CLS Investments, LLC 2001 - 2001
Skills
Trading, Investment Advisory, Wealth Management, Asset Managment, Options, Risk Management, Series 7, Investments, Fixed Income, Securities, Bloomberg, Bonds, FINRA, Mutual Funds, Series 63, Equities, Series 24, Portfolio Management, Equity Trading, Retirement Planning, Asset Allocation, Trading Systems, Electronic Trading, ETFs, Uniform Combined State..., Derivatives, Financial Services, Strategic Financial...
Education
The University of South Dakota 1990 — 1993
Christen Overman Christen Overman's Carson Wealth Management Group Experience May 2009 - January 2011
Job New Business Coordinator at Carson Wealth Management Group
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
Carson Wealth Management Group May 2009 - January 2011
Janus Capital Group March 2006 - October 2008
Education
University of Nebraska-Lincoln 2001 — 2005
Business, Finance and Management
Papillion-LaVista High School
Fidelity Investments December 2010 - Present
Carson Wealth Management Group May 2009 - January 2011
Janus Capital Group March 2006 - October 2008
Education
University of Nebraska-Lincoln 2001 — 2005
Business, Finance and Management
Papillion-LaVista High School
Kris Heig Kris Heig's Carson Wealth Management Group Experience Branch Supervision PrincipalTD AmeritradeFebruary 2008 - June 2015
Job Financial Services Professional/Operations Manager
Industry Financial Services
Experience
Carson Wealth Management Group Branch Supervision PrincipalTD AmeritradeFebruary 2008 - June 2015
TD Ameritrade January 1998 - June 2015
Skills
Series 7, Series 63, Series 66, Series 24, Series 4, Series 55, Risk Management, Securities, Financial Services, FINRA, Investments, Options, Equities
Education
University of Nebraska at Omaha 1992 — 1997
Bachelor's degree, Human Resources Development
Carson Wealth Management Group Branch Supervision PrincipalTD AmeritradeFebruary 2008 - June 2015
TD Ameritrade January 1998 - June 2015
Skills
Series 7, Series 63, Series 66, Series 24, Series 4, Series 55, Risk Management, Securities, Financial Services, FINRA, Investments, Options, Equities
Education
University of Nebraska at Omaha 1992 — 1997
Bachelor's degree, Human Resources Development
Steve Wilbur, CFS's Carson Wealth Management Group Experience September 2000 - September 2014
Job Senior Vice PresidentWealth Adviser at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services September 2014 - Present
Carter Lake Preservation Society January 2012 - Present
Carson Wealth Management Group September 2000 - September 2014
City of Carter Lake January 2006 - December 2009
American Express Financial Advisors March 1997 - April 1997
Skills
Securities, Finance, Wealth, Retirement Planning, Wealth Management, Mutual Funds, Asset Management, Investments, Financial Advisory, Financial Services, Investment Selection, Series 7, Asset Allocation, Series 63, Investment Strategies
Education
Chadron State College 1993 — 1997
BA, Finance
SMITH HAYES Financial Services September 2014 - Present
Carter Lake Preservation Society January 2012 - Present
Carson Wealth Management Group September 2000 - September 2014
City of Carter Lake January 2006 - December 2009
American Express Financial Advisors March 1997 - April 1997
Skills
Securities, Finance, Wealth, Retirement Planning, Wealth Management, Mutual Funds, Asset Management, Investments, Financial Advisory, Financial Services, Investment Selection, Series 7, Asset Allocation, Series 63, Investment Strategies
Education
Chadron State College 1993 — 1997
BA, Finance
Steve Synowicki's Carson Wealth Management Group Experience September 2014 - Present
Job Director of Training at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group September 2014 - Present
Securities America February 2011 - September 2014
QA3 Financial Corp July 2008 - February 2011
Education
University of Nebraska at Omaha 1995 — 2000
Carson Wealth Management Group September 2014 - Present
Securities America February 2011 - September 2014
QA3 Financial Corp July 2008 - February 2011
Education
University of Nebraska at Omaha 1995 — 2000
Jeannie Juarez's Carson Wealth Management Group Experience September 2013 - Present
Job Transition Manager | Project Management
Industry Financial Services
Experience
Carson Wealth Management Group September 2013 - Present
Jeannie Juarez Photography September 2012 - Present
QA3 Financial Corp March 2003 - February 2011
Freedom Financial 2001 - 2003
Ameritrade 1999 - 2001
Skills
Retirement Planning, Photography, Securities, Wealth Management, Insurance, Investments, Investment Advisory, Asset Management, Strategic Financial..., Mortgage Lending, Sales Presentations, Outlook, Retirement, Mutual Funds, Customer Service, Series 7, Series 63, Fixed Annuities, Financial Services, Finance, Portfolio Management, Management, Leadership, Financial Advisory
Education
University of Nebraska-Lincoln 1990 — 1992
South Sioux City High School 1988 — 1989
Diploma, Business Administration and Management, General
Carson Wealth Management Group September 2013 - Present
Jeannie Juarez Photography September 2012 - Present
QA3 Financial Corp March 2003 - February 2011
Freedom Financial 2001 - 2003
Ameritrade 1999 - 2001
Skills
Retirement Planning, Photography, Securities, Wealth Management, Insurance, Investments, Investment Advisory, Asset Management, Strategic Financial..., Mortgage Lending, Sales Presentations, Outlook, Retirement, Mutual Funds, Customer Service, Series 7, Series 63, Fixed Annuities, Financial Services, Finance, Portfolio Management, Management, Leadership, Financial Advisory
Education
University of Nebraska-Lincoln 1990 — 1992
South Sioux City High School 1988 — 1989
Diploma, Business Administration and Management, General
Jane Vlcek's Carson Wealth Management Group Experience January 1999 - Present
Job Director of First Impressions at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group January 1999 - Present
Skills
Mutual Funds, Fixed Annuities, Securities, Retirement Planning, Investments, Long-term Care, Financial Advisory
Education
University of Nebraska at Omaha 1990 — 1994
Carson Wealth Management Group January 1999 - Present
Skills
Mutual Funds, Fixed Annuities, Securities, Retirement Planning, Investments, Long-term Care, Financial Advisory
Education
University of Nebraska at Omaha 1990 — 1994
chris oppliger's Carson Wealth Management Group Experience November 2011 - Present
Job Director of Tax Planning
Industry Accounting
Experience
Carson Wealth Management Group November 2011 - Present
Lutz & Company November 2008 - December 2011
Contryman Associates, P.C. February 1979 - December 2008
Skills
Financial Planners, Tax
Education
University of Nebraska-Lincoln 1967 — 1971
bs
Carson Wealth Management Group November 2011 - Present
Lutz & Company November 2008 - December 2011
Contryman Associates, P.C. February 1979 - December 2008
Skills
Financial Planners, Tax
Education
University of Nebraska-Lincoln 1967 — 1971
bs
chris oppliger's Carson Wealth Management Group Experience November 2011 - Present
Job Director of Tax Planning at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group November 2011 - Present
Lutz & Company December 2008 - June 2011
Contryman Associates, P.C. February 1979 - November 2008
Skills
Mutual Funds, Financial Advisory, Securities, Financial Analysis, Equities, Investments, Financial Services, Risk Management, Fixed Annuities, Trusts, Disability Insurance, Long-term Care
Education
University of Nebraska-Lincoln 1968 — 1971
Accounting and Business/Management
Carson Wealth Management Group November 2011 - Present
Lutz & Company December 2008 - June 2011
Contryman Associates, P.C. February 1979 - November 2008
Skills
Mutual Funds, Financial Advisory, Securities, Financial Analysis, Equities, Investments, Financial Services, Risk Management, Fixed Annuities, Trusts, Disability Insurance, Long-term Care
Education
University of Nebraska-Lincoln 1968 — 1971
Accounting and Business/Management
Nick Buelt's Carson Wealth Management Group Experience November 2014 - Present
Job Carson Wealth Management Group Operations Associate
Industry Financial Services
Experience
Carson Wealth Management Group November 2014 - Present
Catholic Mutual Group August 2013 - September 2014
Bank of Bennington January 2013 - July 2013
Breda Savings Bank May 2009 - January 2013
Breda Savings Bank May 2008 - May 2009
Breda Savings Bank May 2007 - August 2007
Skills
Compliance Officers, Bank Secrecy Act, ACH, Risk Assessment, Credit Analysis, Board of Directors..., Train Staff, Procedure Creation, IT Management, Banking Software, Microsoft Office 2007, Internet Banking, Vendor Management, Disaster Recovery, Purchase Planning, Market Research, Marketing, Cross Selling, Trust Services, IRAs, Credit Card Terminals, Debit Cards, Notary Public, Licensed to Sell..., Crop Insurance, Property & Casualty..., Health Insurance, Life Insurance, Umbrella Insurance
Education
Buena Vista University 2004 — 2008
Bachelor of Arts (B.A.), Finance and Banking
Kuemper Catholic High School 2000 — 2004
Carson Wealth Management Group November 2014 - Present
Catholic Mutual Group August 2013 - September 2014
Bank of Bennington January 2013 - July 2013
Breda Savings Bank May 2009 - January 2013
Breda Savings Bank May 2008 - May 2009
Breda Savings Bank May 2007 - August 2007
Skills
Compliance Officers, Bank Secrecy Act, ACH, Risk Assessment, Credit Analysis, Board of Directors..., Train Staff, Procedure Creation, IT Management, Banking Software, Microsoft Office 2007, Internet Banking, Vendor Management, Disaster Recovery, Purchase Planning, Market Research, Marketing, Cross Selling, Trust Services, IRAs, Credit Card Terminals, Debit Cards, Notary Public, Licensed to Sell..., Crop Insurance, Property & Casualty..., Health Insurance, Life Insurance, Umbrella Insurance
Education
Buena Vista University 2004 — 2008
Bachelor of Arts (B.A.), Finance and Banking
Kuemper Catholic High School 2000 — 2004
Derek Radcliffe's Carson Wealth Management Group Experience Operations AssociateCarson Wealth Management GroupOperations AssociateCarson Wealth Management GroupAugust 2014 - Present
Job Operations Associate at Carson Wealth Management Group
Industry Investment Banking
Experience
Carson Wealth Management Group Operations AssociateCarson Wealth Management GroupOperations AssociateCarson Wealth Management GroupAugust 2014 - Present
BancWest Investment Services January 1999 - December 2013
Education
Hastings College
Carson Wealth Management Group Operations AssociateCarson Wealth Management GroupOperations AssociateCarson Wealth Management GroupAugust 2014 - Present
BancWest Investment Services January 1999 - December 2013
Education
Hastings College