50+ EMPLOYEES

23

Carson Wealth

Employees 73 | Firm Type RIA | Founder and CEO Ron Carson | Location Omaha, Nebraska | Primary Custodian TD Ameritrade Institutional |*3-time winner!

Carson Wealth celebrates its employees, which it calls stakeholders, with Years of Service Recognition, and monetary gifts from the firm’s founder and CEO. Team members can participate in Carson Days and use those days for personal development, team building or attending events together. The firm also organizes a Bring Your Dog to Work Day and Cocktails & Questions happy hours with the executive team. The firm also hosts various fitness challenges that include Team 5Ks — using mobile app Strava while working from home — Ironman and company-sponsored Spartan races.

In response to the pandemic, Carson Wealth redesigned its remote work policy and procedures. It also maintains a flexible workspace, allowing stakeholders to work from home, in the office or a combination of both. The firm holds virtual happy hours, workouts and meditation sessions.