PALOS VERDES ESTATES, Calif. (PRWEB) November 20, 2019
Integrated Advisors Network Continues to Add New Advisors nationwide to the Platform in the 3rd and 4th Quarters of 2019.
Integrated Advisors Network is proud to announce several new advisory firms who have recently joined the platform. These firms include:
Auctum Wealth, based in the Greater Atlanta, GA area, is led by Thomas King. The firm works with real estate and business owners who wish to sell their hard-earned assets and secure the proceeds for the future. Tom has over 25 years of tactical, ground-pounding experience as partner in two real estate investment firms and CFO for two others. Tom brings decades of his solution-oriented, never-quit attitude to identifying challenges and creating custom-made solutions. Today, he uses his problem-solving experience to partner with CPAs, attorneys and other financial professionals to build a retirement strategy that helps his clients achieve their goals.
Candid Financial, based in the Seattle WA area, is led by the mother-daughter team of Sue Katz and Amanda Klug. Candid Financial provides investment advice based on their investment model, which has been in existence for 60 years. Candid Financial takes pride in talking to clients regularly so that we can be there when they are making any big financial decisions - we want our clients to be financially healthy in all areas of their lives. Before launching Candid Financial, Sue was a managing partner at Katz Family Financial Advisors. Sue holds a Masters of Business, Finance from The University of Wisconsin, Madison. Amanda holds a degree in Interdisciplinary Studies; Business and Phycology from The University of Arizona.
Evoque Investments, based in Berkshire County, MA, is led by Melissa Lydon, Jessica Bartle, and Dan Schaeffer with over two decades of experience. Their nationwide platform uses goal-oriented financial planning and asset allocation. Evoque Investments centers individual’s and organizations’ financial health and advises clients on the power of money to affect positive change in their life, their community, and the world.
Lienart Family Asset Management, based in the San Francisco, CA area, is led by Lance Lienart. Lance is a second-generation financial advisor over 20 years’ experience in the financial services industry to deliver financial and intergenerational planning to individuals, families, and business owners. He holds a degree in Economics from the University of California, Irvine. Lance has passed the Series 65, 63, 31, and 7 Securities Exam.
Militello Wealth Management, based in the Greater St Louis MO Area, is led by Rick Militello. Rick pulls from more than 20 years’ experience in the financial services industry to deliver financial planning, estate planning, employment plans, and investment services to individuals and local businesses. He began his career in 1990 with a local financial planning firm, later served as an independent financial planner, and since 2002, has managed his own firm to help clients to meet their specific financial planning needs. He is one of the few members of the Royal Court, an honor given to top producers at Royal Alliance Associates, Inc.
ReDefine Wealth Management, based in Denver, CO, is led by Jeff Nuttall, CFP. Jeff brings to clients his extensive knowledge and experience in the areas of portfolio design, implementation, and management, as well as his deep understanding of global macroeconomic trends and investment manager analysis. Jeff has decades of experience with banking, trust, tax, and estate planning services, as well as in developing customized multi-generational trust and wealth transfer plans designed to manage the impact of estate taxes while still accomplishing personal and humanitarian goals.
Sand Creek Investment Partners, based in Bend, OR, is led by Wendie Hohman, Managing Partner, and Bill Berner, Senior Partner. The firm assists families and individuals to both protect and grow their financial net worth through investment portfolios and other assets. Sand Creek is guided by the principles of integrity, rational thought, and hard work. Bill has been in the investment business since 1968, managing portfolios and investment offices. He employs a disciplined rules-based investment process combined with a strong risk management practice. Wendie has over 25 years’ experience in the industry, having worked in a variety of positions, from wire operator to Associate Administrative Manager of a complex, to Branch Manager.
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About Integrated Advisors Network
Integrated Advisors Network is an SEC-Registered Investment Adviser offering a “supported independence” business model to advisors who want to run their own business without bearing all of the cost and responsibilities associated with doing so. Through our strategic business alliances, we provide an integrated back-office technology and services platform that allows advisors to establish their personally branded investment adviser practice while leveraging the benefits of shared cost. We have created a unique and flexible environment that supports advisors during and after their transition to independence and allows them to do what they do best: service their clients.
Integrated Advisors Network represents approximately $1.5 billion in assets under management, with 33 practices across the country.
Integrated Advisors Network is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
For more information on these advisors and other advisor announcements, visit: https://integratedadvisorsnetwork.com/Insights/Blog
To view the Integrated Advisors Network map, visit: https://integratedadvisorsnetwork.com/Our-Network
Find out more about how Integrated Advisors Network can help define your future. For more information call 855-729-4222 or visit http://integratedadvisorsnetwork.com/