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OAKESON STEINER ANNOUNCES MOVE OF $1.2B PRACTICE TO CARSON GROUP

Oakeson Steiner Wealth & Retirement, a well-established retirement and investments advisory firm, has made the strategic decision to transition their RIAs to Carson Group. This move sees them joining a rapidly expanding network of more than 150 advisory firms within the industry. The firm, which is headquartered in Hastings, Nebraska, has built a strong legacy of providing personalized financial planning services to individuals, families, and businesses in the community. Led by President and Wealth Advisor, Josh Yost, PPC´┐¢, CRPS, Oakeson Steiner currently manages an impressive $1.2 billion in client assets, with a dedicated team of 13 wealth advisors and client services staff.

Founded in 1994 by Doug Oakeson and Jack Steiner, the firm has consistently been at the forefront of pioneering innovative solutions for its clients. These include efficient investment strategies, creative financial planning tools, and cost-effective financial services. In light of this transition, Yost expressed his enthusiasm for the move, stating that it aligns perfectly with their objective of providing enhanced services through cutting-edge technology and resources. Their partnership with Carson Group will allow them to build upon the strong foundation laid by their founding partners, ultimately elevating the client experience to new heights.

One of the crucial factors that influenced Oakeson Steiner’s decision to make this transition was the need for a partner that could offer a robust technology platform, marketing, and compliance support. With Carson Group providing back-office support in marketing, operations, technology, and more, advisors like Oakeson Steiner can prioritize client needs while ensuring the freedom to make recommendations in the best interest of their clients.

Carson Group’s National Sales Director, Gregg Johnson, expressed his excitement about welcoming the Oakeson Steiner team into their community of growth-minded advisors. He highlighted that their client-centric approach and innovative mindset align perfectly with Carson Group’s mission to drive business success and establish themselves as leaders in financial advice.

It’s important to note that despite the transition, Oakeson Steiner will maintain sole ownership, and Yost and his team will continue to lead the day-to-day operations of the firm. This partnership promises to enhance the client experience and provide the Oakeson Steiner team with access to leading technology, top-notch industry expertise, and a network of professionals dedicated to creating lasting value for their clients, as stated by Burt White, Managing Partner & Chief Strategy Officer, Carson Group.

This move comes at a time when Carson Group currently manages $31 billion in assets and serves more than 48,000 families among its advisory network of 150+ partner offices. This presents an exciting opportunity for Oakeson Steiner to leverage the resources and expertise available within the Carson Group network. As they look towards the future, Oakeson Steiner envisions a seamless transition that will ultimately benefit their clients and elevate the level of service and support they provide.

AI legalese decoder can help by extracting and translating complex legal terms and jargon used in the partnership agreement between Oakeson Steiner and Carson Group, making it easier for both parties to ensure a smooth and comprehensive understanding of the terms of the partnership. This can aid in avoiding potential misinterpretations and disputes, ultimately fostering a more collaborative and productive partnership between the two firms.

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