Advisor Group Successfully Recruits Seven Financial Advisors With Assets Totaling $ 412 Million In Mountain West, Western US

Advisors join Via Advisor Group Royal Alliance subsidiary and Super-OSJ Pacific Capital Resource Group in Bellevue, Washington

Posted: October 14, 2021 at 6:00 a.m. EDT|Update: 29 minutes ago

PHOENIX, October 14, 2021 / PRNewswire / – Advisor Group, the largest national network of independent wealth management firms, today announced the successful recruitment to its network of seven financial advisors from Mountain West and the West Coast who collectively oversee $ 412 million in client assets. Advisors join Royal Alliance Associates, a subsidiary of Advisor Group through one of its top performing Super-OSJ groups – Bellevue, Washington.Pacific Capital Resource Group (PCRG).

Besides Royal Alliance, Advisor Group also includes FSC Securities, Securities America, SagePoint Financial, Triad Advisors and Woodbury Financial Services.

Dmitry Goldin, President and CEO of Royal Alliance, said: “We are delighted to welcome such an exceptional group of financial advisors, each of whom have a proven track record of growth and client service. At Royal Alliance, our team pride themselves on being able to leverage all that the OSJ model has to offer when it comes to supporting independent professionals. We welcome each of these advisors to the Royal Alliance family and congratulate PCRG on their continued success in recruiting.

Led by CEO and OSJ Kurt Jonson, PCRG has 53 financial advisors who together oversee $ 915 million in total customer assets. PCRG offers retirement planning, wealth advice, investment planning and insurance services to individuals and families, as well as business planning, valuation, employee benefits and insurance services. small businesses. PCRG affiliated with Royal Alliance in October 2020 and has offices at Arizona, Colorado, Idaho, Oregon and Washington.

Mr. Jonson said: “With the support of the Advisor Group and Royal Alliance, we continually seek to improve the value we can deliver to growth-oriented independent financial advisors through our technology, platforms and support services. . For advisors who want to serve their clients more effectively and efficiently, we’re here to help. Their success is our success, and we look forward to working together for years to come.

The seven advisers operate five independent firms:

  • JK Wealth Management, of Scottsdale, Arizona, consists of partners and financial advisors Jeff Julander and Adam kaplan, who together supervise $ 150.9 million in client assets. Founded in 1999, the duo moved to Royal Alliance Associates to experience a new culture, explore broader product offerings and gain greater control over their book. They were impressed with Advisor Group’s succession planning and marketing capabilities, as well as its technology platforms.
  • Financial family tree, of Eagle, Idaho, supervise $ 151 million in total client assets and is led by Chris Eggleston and Stephane Schultz. The two financial advisers were drawn to Advisor Group for its cutting-edge technological platform and administrative support.
  • Rampart wealth strategies, of Yakima, Laver., is chaired by the president and financial advisor Lisa rohrbaugh, who supervises $ 80.8 million in client assets. In companies in transition, Rohrbaugh sought a more collegial culture, better marketing skills, and improved technology and administrative support.
  • Clarified planning, of Scottsdale, Arizona., is headed by a financial advisor Rodney Boelter, who supervises $ 18 million in client assets. Mr. Boelter was drawn to the dedicated marketing consultants and digital marketing capabilities of Advisor Group, in addition to its broader product offerings.
  • Dailey Wealth Management, of Centennial, Colorado., is headed by financial advisor R. Lee Dailey Jr., who supervises $ 13.3 million in client assets. He was impressed with Advisor Group’s succession planning capabilities, broader product offerings, strong culture and technology platforms.

Greg Cornick, President, Adviser and Wealth Management of Groupe Conseiller, declared: “The recruitment of these seven experienced financial advisers testifies to the strong value proposition that Groupe Conseiller, through its network of subsidiaries, is able to achieve. to offer entrepreneurship professionals with the desire and commitment to take their businesses to the next level. Going forward, we will continue to make the right strategic investments in our people, platforms and technology to help financial advisors operate even more efficiently and accelerate the growth of their practices.

About Royal Alliance Associates

Royal Alliance Associates, Inc. is part of the Advisor Group, the largest national network of independent wealth management companies, and a registered investment advisor, member of FINRA and SIPC. Royal Alliance has more than 3,000 affiliated independent financial advisers and is headquartered in Jersey City, New Jersey. It was founded in 1969 and uses a customer-centric approach focused on meeting the unique demands of businesses and individuals. For more information, visit http://www.royalalliance.com.

About the Advisor Group

Advisor Group, Inc. is the nation’s largest network of independent wealth management firms, serving approximately 10,100 financial professionals and overseeing more than $ 475 billion in client assets. The firm is mission-driven to support the strategic role that advisors can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Advisor Group defends the lasting value of finance professionals and is committed to being by their side every step of the way. For more information, visit https://www.advisorgroup.com.

Securities and investment advisory services are offered by the following companies: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC and Woodbury Financial Services, Inc., brokers, advisors investment registered and members of FINRA and SIPC. The securities are offered by Securities America, Inc., a broker and member of FINRA and SIPC. Advisory services are offered by Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc. and Triad Hybrid Solutions, LLC, registered investment advisers. The advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., a registered affiliate investment advisor. Advisor Group, Inc. is a subsidiary of these companies. 20 E. Thomas Rd., Ste. 2000, Phoenix, Arizona, 85012, 866.481.0379.

About Pacific Capital Resource Group

Pacific Capital Resource Group, Inc. is a Washington Insurance Agency. For more information, visit https://www.pcrg.com or call 425.658.0530.

Media inquiries

Joseph kuo / Chris Clemens
Haven Tower Group
[email protected] or [email protected]
424 317 4851 or 424 317 4854

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SOURCE Advisory Group

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