Carson Group has acquired a Roseville, Calif.-based advisory practice. Advisors Jerod Wurm and Casey Frye bring $365 million in assets under management and join from Wells Fargo Advisors Financial Network, the bank’s independent broker/dealer channel.
Their practice will be rebranded from Wurm & Frye Wealth Management to Carson Wealth.
The partnership with Carson will provide them with access to greater resources, including operations, compliance, technology, investment management and HR support.
This also provides them with a continuity and succession plan. While the two have a long runway before retirement (Wurm is 51 and Frye is 55), they wanted to ensure they had a plan in place when they eventually retire.
“When we first met with Jerod and Casey, it was to discuss how Carson could be a great partner today, to help them grow and continue to enhance their boutique client experience,” said Michael Belluomini, senior vice president, mergers and acquisitions at Carson, in a statement. “But we realized Carson could also help solve for the future of the firm and ensure that Jerod and Casey’s clients continue to receive the independent advice they trust. That’s when we pivoted to also solving for succession.”
“As part of our commitment to our clients, we recognized the importance of partnering with a company that would not only help us provide the best possible service today but also help us plan for tomorrow to ensure our legacy continues,” Frye said in a statement.
Based in Omaha, Neb., Carson Group was founded in 1983 by Ron Carson and serves financial advisors and investors through its three businesses—Carson Wealth, its retail wealth management arm; Carson Partners, an RIA partnership platform; and Carson Coaching, an advisor coaching service. Carson Group currently manages more than $40 billion in assets across all three, serving more than 51,000 families through a network of more than 150 partner offices, including more than 50 Carson Wealth locations.
Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.
So browse through a category and make your preferred selection and come back here to read more choice articles and get a few more helpful tips on ways to help your enhancement.
As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”
We use anonymous cookies and various 3rd-party services to optimise and to offer you a better, more personalised, browsing experience with advanced accessibility enhancements.
Dismiss
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
