Carson Group announced that Furstenau Financial has joined the firm as a wholly owned Carson Wealth office, expanding its presence in Nebraska and adding another advisory team from LPL Financial to its network. The move brings the number of wholly owned Carson Wealth offices to 41.
Based in Neligh, Nebraska, Furstenau Financial is led by managing partner and wealth advisor Ryan Furstenau. The team previously served approximately $245 million in assets under advisement while affiliated with LPL Financial. Furstenau and his colleagues are now joining Carson Group’s practitioner-led advisory network as a fully owned office.
Furstenau began developing an interest in wealth management early in life, opening his first investment account while still in high school. After briefly working as a chemical engineer, he returned to his hometown in 2003 to take over his father-in-law’s advisory practice. Over the years, the firm expanded its client base while focusing on aligning financial strategies with clients’ long-term goals and values.
The team joining Carson includes wealth advisor Tyler Lindsay and a four-person client services group. For the past 15 years, Furstenau has also participated in Carson Coaching programs, using the organization’s business frameworks and strategies to grow the practice. After evaluating the firm’s next stage of development, he determined that joining Carson Group as a wholly owned office would help enhance services and support long-term growth.
Through the partnership, Furstenau Financial will gain access to Carson Group’s tax planning capabilities, high-net-worth client services, technology platform and nationwide team of specialists. The firm will also participate in Carson’s practitioner-led model, which connects advisors with peers and mentors to share best practices in practice management and client service.
Carson Group, headquartered in Omaha, manages more than $57 billion in assets under management and serves over 60,000 client families through a network of more than 165 partner offices, including over 50 Carson Wealth locations. The firm continues to expand its advisory footprint by converting partner practices into fully integrated Carson Wealth offices.
Wise Rhino served as the exclusive M&A advisor to Furstenau Financial in the transaction.
KEY QUOTES:
“Our mission is to empower our clients to realize their dreams and goals by providing faithful advice with superior service while executing financial strategies with patience and discipline. To continue to do that, I knew I needed a reset and a new partner. This move to Carson gives us the flexibility we need to elevate the level of care we provide clients, streamline the experience through enhanced technology and expand access to investment and tax strategies, all while making sure the firm is positioned to thrive well into the future.”
Ryan Furstenau — Managing Partner And Wealth Advisor, Furstenau Financial
“Ryan has spent decades developing a practice grounded in discipline, values and deep client relationships, and he has been intentional about setting up his firm for success. His long-standing relationship with Carson Coaching and his decision to transition now reflect a thoughtful approach to growth, continuity and care. By joining Carson as a wholly owned office, he gains the scale, flexibility and resources to expand capabilities for clients while continuing to grow his business with purpose.”
Burt White — Chief Executive Officer, Carson Group
“Ryan is a long-time member of the Carson Coaching community and someone we have known and respected for many years. He built a strong local team in Neligh with the depth and talent to serve clients well and carry the firm forward. This was not just a transaction, but a natural evolution of a trusted relationship. Our role is to help advisors like Ryan strengthen what they have already built by providing the resources, infrastructure and continuity needed to support clients, team members and the long-term future of the firm.”
Michael Belluomini — Senior Vice President Of M&A, Carson Group
