Carson Group Onboards $145 Million Firm Intrinsic Investors To Great Lakes Team
By Amit Chowdhry ● Today at 6:23 PM
Carson Group, an Omaha, Nebraska-based wealth advisory firm with more than $65 billion in assets under management (AUM), has announced that Intrinsic Investors, a Wisconsin-based wealth management firm overseeing approximately $145 million in AUM, has joined Carson Wealth in Great Lakes. The addition brings Wealth Advisors William "Bill" Fons and Chad Melcher, AAMS, and Operations Manager Dawn Williams to Carson's growing advisory network.