Carson Group Fully Acquires $314M Carson Wealth Michigan Location 

Carson Group revealed its complete acquisition of Mommaerts Mahaney Financial Services. The Marquette, MI-based firm, founded by Jon Mommaerts, oversees about $314 million in assets and will transition to operating as a Carson Wealth office in Marquette. 

“Jon has done an impressive job growing his team and his business, and this transition will allow him to focus more on the firm’s clients, while allowing us to manage daily business operations,” said Burt White, CEO of Carson Group. We’re here to make things easier for our advisors and partners, and we’re thrilled to be able to do this for our new Carson Wealth office in Marquette.” 

As a Carson Wealth office, clients will maintain the same high-quality service while gaining access to enhanced offerings through Carson’s comprehensive ecosystem, enabling advisors to deliver a wider array of solutions. Carson Group will also offer strategic resources to support Mommaerts in expanding and strengthening the practice. 

This acquisition is the latest in a string of moves by Carson Group, solidifying its foothold in the Midwest. The office will remain at its existing Marquette location. 

In late January, Carson announced it would fully acquire its Carson Wealth Chicago office, a $1 billion firm with five locations in the Chicago area and over 15 advisors. Prior to that, it 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. 

Carson Group, based in Omaha, NE, manages nearly $41 billion in assets and serves more than 51,000 client families among its advisory network of over 150 partner offices, including more than 50 Carson Wealth locations. 

Alaris Acquisitions served as exclusive M&A advisor to Mommaerts.