Ron Carson

Ron Carson is Founder and CEO of Carson Wealth Management Group, a comprehensive wealth planning firm, and Founder of Peak Advisor Alliance, a coaching program for financial advisors, both based in Omaha, Nebraska. He is one of the most celebrated and respected financial advisors and executives in the industry -- and is a sought after speaker, thinker, and investment strategist.

Ron first began honing his core principles while working from his dorm room at the University of Nebraska more than 30 years ago: a tenacious focus on serving clients' best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually, and innovate.

These driving principles enabled Ron's firm, Carson Wealth Management Group to grow to more than $4 billion in assets and have led Ron to become LPL Financial's top-ranked registered representative for 21 consecutive years. He has also received countless other accolades, including top 10 rankings annually from Barron's and Registered Rep magazine.

Responding to a call from other advisors, Ron founded Peak Advisor Alliance in 1993 to share his business and advisory best practices. Peak quickly grew to become the largest advisor coaching program in the country. Peak Advisor Alliance recently passed the 1,000 member threshold, and Peak members collectively advise on more than $100 billion in assets.

In the spring of 2012, Ron continued to expand his industry leadership by co-founding aRIA. aRIA is a "think-tank" study group comprised of six elite RIA firms, which collectively manage more than $18 billion in client assets, and Advisor Growth Strategies, a leading consulting firm serving the wealth management industry. The group offers insight for advisors considering ways to enhance their firms' enterprise values. aRIA meets regularly, releasing thought leadership pieces directed toward independent and wirehouse advisors interested in exploring long-term growth strategies.

In the fall of 2012, Ron created a new entity, Carson Institutional Advisory, enabling advisors to directly leverage Carson's time-tested investment strategies, operational efficiencies, and marketing support while retaining their independence and control of their businesses.

Ron's list of accomplishments is impressive and includes the following:
•Ranked the #1 representative for 21 consecutive years at LPL Financial — the nation's largest independent broker/dealer with over 12,000 representatives
•Ranked by Registered Rep magazine as one of the nation's top 50 Wealth Advisors
•Ranked the #1 independent rep out of 70,000, according to Registered Rep magazine
•Ranked the #1 independent team in the Winner's Circle book and ranked the highest individual independent rep
•Ranked in Barron's Top 100 list of Wealth Advisors
•Profiled in numerous industry publications
•Regular contributor to CNBC
•Founder of the American Charitable Foundation – a foundation established for a more efficient disposition of charitable assets
•Past President of the Child Saving Institute
•Co-founder of the Heartland Chapter of the International Association of Financial Planning (now known as the Financial Planning Association)
•Co-founder of the True Wealth Institute -- a program designed to create and train true wealth holistic advisors
•Co-author of the New York Times bestseller Avalanche: The 9 Principles for Uncovering True Wealth
•Co-author of the highly acclaimed practice management book Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice and its revised 2nd edition Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor

Ron's academic credentials include being a Certified Financial Planner®, Certified Fund Specialist, and a Chartered Financial Consultant. He holds the NASD Series 7, 24, 63, and 65 licenses.

Ron and his wife Jeanie have three wonderful children, two dogs, and a cat. He enjoys golfing, flying, and is an avid Husker fan.