Oakeson Steiner Wealth & Retirement, which manages $1.2 billion in client assets, has switched RIAs, leaving Resources Investment Advisors for Carson Group.
The practice, which is headquartered in Hastings, Nebraska, is led by president and wealth advisor Josh Yost and has a team of 13 wealth advisors and client services staff. It joins Carson’s growing network of 150 advisor firms.
“At the forefront of creating better solutions for clients, our move to Carson Group aligns perfectly with our goal of providing enhanced services through cutting-edge technology and resources," Yost said in a press release. "We are excited to build on the solid foundation set by our founding partners and elevate our client experience to new heights."
Oakeson Steiner sought a partner that could offer a robust technology platform, marketing and compliance support, allowing them to focus more on their clients.
“We are thrilled to welcome the Oakeson Steiner team to our community of growth-minded advisors,” said Gregg Johnson, national sales director for Carson Group. “Their client-centric approach and innovative mindset align perfectly with our mission to drive business success and establish ourselves as leaders in financial advice."
Maintaining sole ownership, Yost and his team will continue to lead the day-to-day operations of the firm.
Carson Group currently manages $31 billion in assets and serves more than 48,000 families.
Advisors say record balances aren't a retirement income plan and urge clients to benchmark their lives, not an index
Wealth enterprises are leaving revenue on the table - a new PureFacts and Ascentix partnership aims to help firms take it back.
What if one investment decision could create tax-saving opportunities across your entire portfolio? Chris Vizzi shares how the Stacking Strategy helps investors align tax planning, portfolio construction, and wealth preservation to maximize long-term outcomes while keeping more of what they earn.
Buyers spending on AI may treat less efficient sellers as overstaffed and price the cost of rightsizing into lower offers
Kenneth Leech pleaded guilty in June to one obstruction charge, and could face six to 12 months in prison.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
