Carson Group Adds $245M Nebraska Team

Carson Group has added Furstenau Financial as a new wholly owned Carson Wealth office, expanding its footprint in the Midwest. Based in Neligh, NE, managing partner and wealth advisor Ryan Furstenau and his team join from LPL Financial, where they reported serving approximately $245 million in assets under advisement.  

Furstenau is joined by wealth advisor Tyler Lindsay and a four-person client services team. 

“This move to Carson gives us the flexibility we need to elevate the level of care we provide clients, streamline the experience through enhanced technology and expand access to investment and tax strategies, all while making sure the firm is positioned to thrive well into the future,” Furstenau said. He described Carson Group as the ideal partner to enhance client service while creating long-term durability. 

Through the partnership, Furstenau Financial will tap Carson’s advanced tax planning, high-net-worth client services, technology platform and specialist bench, as well as its practitioner-led model and coaching resources.  

“Ryan has spent decades developing a practice grounded in discipline, values and deep client relationships, and he has been intentional about setting up his firm for success,” said Carson Group CEO Burt White. “His long-standing relationship with Carson Coaching and his decision to transition now reflect a thoughtful approach to growth, continuity and care.” 

Furstenau Financial becomes Carson Wealth’s 41st wholly owned office and follows its recent full acquisitions of Applied Financial Planning in California, Integrated Wealth Management in Arizona and a Georgia-based Carson Wealth office. 

Carson Group now manages more than $57 billion across over 165 partner offices serving more than 60,000 client families. 

Wise Rhino served as exclusive M&A advisor. 

Pictured: Ryan Furstenau