Carson Group has added Furstenau Financial as a wholly owned Carson Wealth office, expanding the firm's footprint in Nebraska and bringing another advisor from LPL into its practitioner-led network.
The Neligh, Nebraska practice, led by managing partner and wealth advisor Ryan Furstenau, reported about $245 million in assets under advisement at LPL before the move.
Furstenau is coming to Carson with fellow former LPL advisor Tyler Lindsay and a four-person client services team.
The acquisition marks Carson Wealth’s 41st wholly owned office and follows last week’s milestone addition of ZeroCelsius Wealth Studio as the firm’s 40th wholly owned location.
Carson's inorganic growth strategy leans on converting longtime partner practices into fully owned Carson Wealth locations. That's fueled to a large extent by the successful coaching program established by its founder Omani Carson, who achieved bilionaire status after his firm sold a minority stake to Bain Capital at a $1 billion valuation in 2021.
Today, he reportedly owns a roughly 51% share of the company, and according to Forbes is only the second billionaire financial advisor in history after Ken Fisher, who was able to sell a minority stake of his own namesake firm in 2024 at a valuation of up to $12.75 billion.
Furstenau – who was previously a registered broker affiliated with LPL since 2004, according to his BrokerCheck record – said his firm’s mission is to empower clients to realize their goals by providing “faithful advice with superior service,” and that he decided he “needed a reset and a new partner.”
He added that the move to Carson will give the practice flexibility to elevate client care, streamline experiences through enhanced technology and expand access to investment and tax strategies while positioning the firm for long-term durability.
Carson Group said the deal will give Furstenau Financial access to the firm’s tax planning services, high-net-worth client capabilities, technology platform and a nationwide roster of specialists. The company also emphasized mentorship and practice-management support through its practitioner-led model.
“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,” said Carson Group chief executive Burt White. “His long-standing relationship with Carson Coaching and his decision to transition now reflect a thoughtful approach to growth, continuity and care.”
Michael Belluomini, senior vice president of M&A at Carson Group, described the transaction as a natural extension of an existing relationship with Furstenau, noting the team’s local depth and talent in Neligh.
Carson Group has reported more than $57 billion in assets under management and operates an advisory network that includes more than 150 partner offices and over 50 Carson Wealth locations.
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