Grades describe a company’s AI use, not the quality of its services.
Omaha, NEFinancial advisorsPublicly using AI since 2026

Carson Group

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How they use AI

Brought 400 advisors onto an AI meeting assistant within about a month.

Vendor-reportedEvidence reviewed

Advisors save an average of eight hours a week with an AI meeting assistant that syncs meeting data into the firm's client records system.

Vendor-reportedEvidence reviewed
What these evidence labels mean

Why this grade

Grade updated

This business has access to industry-standard AI tools, uses AI in important financial planning and investment work and uses AI in connected systems or automated workflows.

AI-use signals

Has access to industry-standard AI tools

Uses AI in important financial planning and investment work

Uses AI in connected systems or automated workflows

Has shared real-world results

Useful questions to ask

Before you hire

Public information does not yet cover these parts of how this business uses AI. Ask them directly.

  1. How many of your staff use AI, and how are they trained?
  2. How do people review AI output and protect client financial information?

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Subject: Question about how Carson Group uses AI

Hi Carson Group team,

I'm considering working with your business and would like to understand how you use AI.

1. How many of your staff use AI, and how are they trained?
2. How do people review AI output and protect client financial information?

Thank you.

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This grade is about how the business uses AI. It is not a grade for the quality of its work or any one employee.