Carson Group Adds $320M LPL Financial Team, Advisor Brings $90M
LPLA•Carson Group, a $58 billion registered investment advisor, has integrated an LPL Financial team managing $320 million in client assets alongside founding partners Shawn Peschke and Rob Frits. Meanwhile, advisor Ryan Roloff has joined with nearly $90 million under management to leverage Carson’s technology and AI capabilities.
1. Addition of LPL Financial Team
Carson Group has onboarded an LPL Financial team managing $320 million in client assets, marking a strategic expansion of its advisor network. This integration enhances Carson’s scale and reinforces its position among registered investment advisors by adding experienced professionals focused on growing client portfolios.
2. Tungsten Wealth Management Leadership
Tungsten Wealth Management will continue under founding partners Shawn Peschke and Rob Frits, supported by four additional advisors. This structure preserves the firm’s close-knit culture while granting access to Carson’s advanced technology, enhanced tax planning tools and comprehensive regulatory support.
3. Ryan Roloff Joins Carson Group
Ryan Roloff, president and wealth advisor at Roloff Retirement Solutions, has joined Carson Group with just under $90 million in client assets. He highlighted Carson’s investments in AI-driven technology and its collaborative community of growth-oriented advisors as key factors in his decision.
