Firm takes $1.2 billion practice to Carson Group

Firm takes $1.2 billion practice to Carson Group
President says cutting-edge technology and resources were a big draw.
DEC 12, 2023

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.

Here's how to navigate the real estate market in 2024

Latest News

SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives
SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives

With more than $13 billion in assets, American Portfolios Advisors closed last October.

William Blair taps former Raymond James executive to lead investment management business
William Blair taps former Raymond James executive to lead investment management business

Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.

Fintech bytes: Pontera and Opto Investments expand RIA reach with new tech partnerships
Fintech bytes: Pontera and Opto Investments expand RIA reach with new tech partnerships

Snowden Lane taps Pontera for held-away retirement account management, while Opto Investments enhances an Indiana-based independent RIA's private markets offering.

Credent Wealth Management debuts in Detroit with TFG Advisors deal
Credent Wealth Management debuts in Detroit with TFG Advisors deal

The $420 million RIA in Auburn Hills and Ann Arbor gives Credent its second and third Michigan locations while pushing it closer to $4 billion in AUM.

Investor anxiety hits six-year high amid market turmoil, Allianz finds
Investor anxiety hits six-year high amid market turmoil, Allianz finds

New survey reveals heightened investor concern over market volatility, retirement readiness, and the impact of tariffs on living costs.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.