Strategic Financial Solutions, a seven-adviser firm managing $1.4 billion, has switched its affiliation from Principal Securities to Commonwealth Financial Network.
Advisers Larry Witzel, Bert McClintock, Brian Brandt, Jeff Haugse, Jordan Kuehner, Steven Bragg and David Spanier made the move, along with the firm’s team of support staff.
“Commonwealth’s service-oriented culture feels in sync with ours," Witzel, the firm's president, said in a statement. "The breadth and depth of resources, from the technology enhancements and interface to the Commonwealth team being readily available to answer our questions, make this a good partnership."
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
