Carson Group has fully acquired its Carson Wealth location in Minneapolis, marking the firm’s first acquisition of 2026 as it deepens its presence in the Twin Cities market.
The Omaha-based wealth advisory firm, which reports more than $53 billion in assets under management, said the Minneapolis office is led by Managing Partner and Wealth Advisor Jeremy Willner and serves approximately $395 million in advisory and brokerage assets. Financial terms were not disclosed.
The transaction expands a relationship that has spanned two decades. Willner entered the Carson ecosystem in 2005 through Carson Coaching and joined Carson’s partner network in 2018. In 2024, Carson acquired a 30% equity stake in the practice and the team rebranded as Carson Wealth, setting the stage for the newly completed buyout.
Carson said the Minneapolis team has been built around multigenerational planning and long-term client relationships, and that the office is now positioned to accelerate growth by expanding service capabilities, adding advisors and deepening coverage across Minneapolis and St. Paul. The firm said full ownership will also give the team broader access to Carson’s national resources, including recruiting support, operational infrastructure and M&A expertise.
Alongside Jeremy Willner, the practice is co-led by Partner and Wealth Advisor Hayden Willner and Partner and Wealth Advisor Grant Fuchs, with Director of Client Services & Operations Kayla Loesch supporting the operation. Carson framed the move as part of its continuity strategy, emphasizing leadership development and succession planning within advisor teams.
KEY QUOTES:
“Jeremy’s story embodies the entrepreneurial spirit that defines Carson Wealth. He has been part of the Carson community for more than two decades and his team continues to gain extraordinary momentum as they prepare for the future. We look forward to building on the success we saw last year as Carson’s practitioner-led model, strategic resources and innovative capabilities support not only Jeremy, but the next generation of leaders on his team as they grow their practice and expand their impact. This is exactly how we help advisors create continuity, scale with intention and deliver deeper value to clients over the long term.”
Burt White, CEO, Carson Group
“We’ve built this firm with intention and a lot of heart. Moving to full ownership just made sense for where we are and where we want to go. This structure gives Hayden and Grant the opportunity to grow with the support of Carson’s scale and gives us the ability to bring more advisors into the Minneapolis office. We want to be the hub for the Twin Cities and continue serving families at a high level for many years. I love this work. I love our clients, and I’m excited for what comes next.”
Jeremy Willner, Managing Partner and Wealth Advisor, Carson Wealth (Minneapolis)
