An workplace of supervisory jurisdiction with $850 million in managed assets is signing up for LPL Monetary from Securian Economical Services, the unbiased broker/supplier introduced Monday. The Toledo, Ohio-primarily based Fiscal Style and design Group, founded by now-retired advisor Jim Strasser, is led by Mike Clements and Jason Strasser. The company has 14 advisors and […]
OSJ
Strategic Alliance with Leading Private Credit Placement Agency Delivers Access to $1.2 Trillion Asset Class for Kingswood U.S.-Affiliated Financial Advisors, Driving Comprehensive Investment Solutions for Clients NEW YORK, Jan. 27, 2022 /PRNewswire/ — Kingswood U.S., a network of independent wealth management firms that oversees more than $3 billion in client […]
The AmeriFlex Team, a Las Vegas, Nev.-centered hybrid RIA and super workplace of supervisory jurisdiction of impartial broker/dealer SagePoint Money, has introduced an unusual succession planning application for advisors within 5 yrs of retirement, established in collaboration with Larry Roth, senior strategic advisor at the OSJ, managing companion of RLR Strategic Partners and longtime unbiased […]