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.
*Please note that the amount of CWM, LLC’s Assets Under Advisement is considerably larger than the amount of the firms regulatory Assets Under Management. Assets Under Advisement include regulatory Assets Under Management reported in CWM, LLC’s Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC’s regulatory Assets Under Management can be found in Item 5.F of CWM, LLC’s Form ADV I, available at https://www.adviserinfo.sec.gov.
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