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Direct Investment  + Financial Advisory  + M&As  + RIAs & Financial Advisors  | 
Carson Group Adds $245M Nebraska Team

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 

Read More News Stories About: Carson Group
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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.