Omani Rose Carson
Professional Summary
Omani Rose Carson, who also goes by Edward Ronald Carson, Ron Carson, Ronald Lloyd Carson Jr, Ronald Lloyd Carson Jr., was a registered financial advisor. Omani was a previously registered financial professional and started their career in finance 1985 - 2025. Omani had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 22 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
I started Carson Wealth in 1983, making calls from my dorm room with a phone book in hand. From those first days, I’ve always believed advising is about more than money – it’s about helping people find purpose, direction and meaning in their lives. Watching my parents’ farm go broke in the shaky economy of the 1980s let me see firsthand the emotional ties a family’s financial legacy carries, and why it needs to be...
Other Aliases
Edward Ronald Carson, Ron Carson, Ronald Lloyd Carson Jr, Ronald Lloyd Carson Jr.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
42 years registered in the securities industry
Current & Past Employments
Past
Education
University of Nebraska-Lincoln
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Current Firm
CARSON GROUP INVESTING | CARSON INVESTING | CARSON GROUP INVESTING, LLC
Contact Information
Main Address
14600 Branch St., Omaha, NE 68154Phone Number
(402) 334-6270# of Employees
7SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
15,122AUM (Assets Under Management)
$2,048,522,707Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CARSON GROUP INVESTING | CARSON INVESTING | CARSON GROUP INVESTING, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1987About the Series 6 examSeries 22 — Direct Participation Programs Representative Examination
Passed Dec 1984About the Series 22 examSimilar Advisors
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CRS (Client Relationship Summary)
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