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.
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
“I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew.
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