Carson Group Fully Acquires $1B Chicago Office 

Carson Group announced it will fully acquire its Carson Wealth Chicago office, a $1 billion firm with five locations in the Chicago area and over 15 advisors. At the start of their partnership in 2019, the Chicago office, led by managing partner and wealth advisor Mark McCallum, managed $163 million in assets. 

“Our decision to evolve our partnership with Carson Group will allow us to streamline our operations and focus on delivering even greater value to clients while continuing our expansion in the region through acquisitions,” said McCallum. 

Carson Group, based in Omaha, NE, has over $40 billion in assets under management and an advisory network of more than 150 partner offices serving over 51,000 client families across more than 50 locations. 

Carson group recently announced it fully acquired Carson Wealth Cedar Rapids, including their Las Vegas office. The newly formed location will manage approximately $1 billion in client assets. 

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