The Carson Group is adding Oakeson Steiner Wealth & Retirement to its network of more than 140 registered investment advisory firms. Hastings, Nebraska-based Oakeson Steiner provides financial planning, overseeing a total of $1.2 billion in client assets. The firm was formerly part of Resources Investment Advisors, a network of advisory firms that OneDigital bought in 2020.
The deal furthers Omaha, Nebraska-based Carson Group’s push into retirement plan advisement, in addition to wealth management. In June, it acquired Northwest Capital Management Inc., an advisory in both spaces. Earlier in the year, Carson announced a partnership with small and midsize retirement plan provider Vestwell so its advisers could offer a defined contribution retirement offering to clients who run businesses.
Oakeson Steiner President and Wealth Adviser Josh Yost and 13 wealth advisers and client services employees will move over to Carson with its network of 9,000 financial professionals globally. Yost will remain sole owner of the firm and lead day-to-day operations. The firms did not disclose details of the deal.
The Carson Group currently manages $31 billion in assets and serves more than 48,000 families among its advisory network of 140+ partner offices.