Ron Carson Ranks in Barron’s Top 100 Independent Advisors for 10 Years Straight

When Ron Carson’s college football career at the University of Nebraska got sidelined by an injury in 1983, he quickly found another pursuit: selling life insurance. “I started cold-calling to get appointments,” he recalls. The few hundred bucks he made going door-to-door beat the grueling unpaid chores he did growing up on his family’s farm—and it didn’t leave his hands caked with grease.

He soon set his sights on becoming a certified financial planner. In 2011, after excelling at one firm, he formed Carson Wealth Management, now a powerhouse overseeing $7.4 billion for 1,553 clients. Many are executives or entrepreneurs who share his passions for aviation, wine, or Cornhusker football.

Carson favors small-cap, tech, energy, and health-care stocks, but considers Internet issues frothy. He has ventured into emerging-market debt and values alternative investments as diversifiers. He even has a fund devoted to distressed real estate.

Barron’s

 

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