Glen Carbon, IL Ginger Creek Meadows Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
CarsonAllaria Wealth Management, LTD.
Team
Firm-wide stats for CarsonAllaria Wealth Management, LTD.
About
CarsonAllaria Wealth Management is a registered investment adviser that provides discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients), trusts, estates, corporations, and retirement plan sponsors and participants. The firm reports managing approximately $791.8 million on a discretionary basis and also offers retirement plan services, participant advice, and plan consulting under ERISA frameworks.
Portfolios are managed according to written client profiles and investment plans, with typical allocations across equities, ETFs, mutual funds, cash, and fixed income; the firm applies quantitative optimization, computer‑based risk/return analysis, and institutional share‑class selection in its process. CarsonAllaria conducts periodic account reviews, provides ERISA 3(21) and 3(38) fiduciary options for plans, and leverages third‑party platforms — including a Betterment sub‑advisory arrangement for some accounts and Morningstar technology for reporting, billing, and administrative functions.
What distinguishes the firm from many peers is the combination of a relatively large asset base managed by a six‑adviser team and an integrated offering that spans traditional discretionary wealth management and formal ERISA fiduciary services for employer plans. The firm’s advisors also maintain insurance and broker‑dealer registrations (with disclosed conflicts related to rollovers and insurance commissions), and CarsonAllaria leaves proxy voting authority with clients rather than voting proxies on their behalf.
Expertise
Occupation focus
Location
1 Ginger Creek Meadows Dr
Glen Carbon IL 62034
Advisors at this office
5
Advisors at this office
Jeffrey W
Series 65
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Jeffrey Waters is a financial advisor with CarsonAllaria Wealth Management, LTD., holding a Series 65 designation and six years of industry experience. His career includes roles at Northwestern Mutual and Cambridge Investment Research prior to joining CarsonAllaria in 2019. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $791.8 million using a quantitative, client-profile-driven approach and offers integrated discretionary wealth management alongside ERISA fiduciary services.
Mark A
CFP®, Series 63, Series 65
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Mark Allaria is a CFP® professional with 14 years of industry experience, currently serving as a partner at CarsonAllaria Wealth Management, Ltd. He previously worked at Purshe Kaplan Sterling Investments, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. In addition to his advisory role, he is engaged in servicing fixed insurance products. CarsonAllaria Wealth Management is a registered investment adviser that provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $791.8 million and combines traditional wealth management with ERISA fiduciary services, using a quantitative, computer-based approach to portfolio construction and leveraging third-party platforms for reporting and administration.
Joseph A
CFP®, Series 65
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Joseph Allaria is a CFP® professional with 13 years of industry experience. He has worked at CarsonAllaria Wealth Management, Ltd. since 2017 and previously held roles at Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he holds a licensed insurance agent designation. CarsonAllaria Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and consulting services. The firm uses a combination of quantitative models and traditional research, employs tax-sensitive techniques, and integrates third-party platforms such as Betterment to serve a broad range of clients.
Tyler H
Series 65
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Tyler Hasty is a financial advisor at CarsonAllaria Wealth Management, LTD. with two years of industry experience. He previously worked at Cardinal Investment Advisors for five years and The Boeing Company for three years. In addition to his advisory role, he is a licensed life and health insurance agent. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $791.8 million using a quantitative investment approach and offers a combination of discretionary wealth management and ERISA fiduciary services.
Michael W
CFP®, Series 66
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Michael Wiedner is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently serves at CarsonAllaria Wealth Management, LTD. and has prior experience with Purshe Kaplan Sterling Investments, Edward Jones, Merrill Lynch, and CBS Corporation. Wiedner also acts as a FINRA dispute resolution arbitrator. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $792 million on a discretionary basis, employing quantitative optimization and risk/return analysis to guide portfolios that include equities, ETFs, mutual funds, cash, and fixed income. The six-advisor team integrates traditional wealth management with ERISA fiduciary services for employer plans.
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