Carson Group Hires Osaic Recruiter Kevin Peterson to Expand $62 Billion Independent Channel
Updated
Updated · Wealth Management · Aug 18
Carson Group Hires Osaic Recruiter Kevin Peterson to Expand $62 Billion Independent Channel
1 articles · Updated · Wealth Management · Aug 18
Summary
Carson Group named Kevin Peterson senior vice president of business development for its independent channel, putting a veteran recruiter in charge of advisor partnership efforts.
Peterson joins from Osaic, where he led recruiting, and Carson said he will help independent advisors assess partnership opportunities while supporting channel expansion.
The hire fits Carson’s plan to run separate leadership teams for its 1099 independent offering and W-2 employee model.
CEO Burt White said he expects the Omaha-based RIA to remain roughly one-third independent and two-thirds employee; Carson currently has about 165 partner offices and more than 50 Carson Wealth locations.