$120M Women-Led Advisor Team Hops to Carson Group 

Carson Group has added an Ohio-based financial advisor duo from Commonwealth Financial Network, where they oversaw $120 million in assets under management. 

Wealth advisors Nikki Lude and Ciara Stewart have joined Carson’s independent advisor channel to launch Heritage Financial & Investment Services.  

Heritage Financial & Investment Services provides wealth management services to high-net-worth clients, including retirees, pre-retirees, small business owners, and women across Southeastern Ohio. 

As part of the team’s transition to Carson’s advisor channel, Heritage Financial & Investment Services will gain access to Carson’s advisor platform, which includes investment management resources, tax planning capabilities, operational infrastructure and technology. 

“We chose Carson because the people made us feel at home,” Lude said. “From the beginning, the team was welcoming, honest and thoughtful about how they could support the business we wanted to build.” 

Recently, Carson Group added Wauwatosa, WI-based Intrinsic Investors, which manages about $145 million in total client assets and expands Carson’s footprint in the Great Lakes market. 

Omaha, NE-based Carson Group, founded in 1983, oversees more than $65 billion in assets across over 165 partner offices, the firm said.

Pictured: Nikki Lude (Left) and Ciara Stewart (Right)