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$2 6 Billion Team Joins Raymond James From Securian

Summit Financial Group is departing Securian weeks after Cetera closed a deal to purchase that firm’s retail wealth business.

Jerry kanterNathan bennettRaymond jameScott masonRaymond jamesSecurian trust companyRaymond james financial servicesFinancial design groupSecurian financial servicesSummit financial groupSecurian financialFinancial groupDivision director bill counsmanSan ramonOhio based financial design groupFinancial planners

Cetera sees dozens of Securian advisors walk in wake of deal

So far this year, 43 advisors have left Securian; in January Cetera said it was buying the Securian wealth business.

Adam antoniadesCasey knightSecurian financial services incFinancial design groupSecurian financial groupCetera financial groupSecurian financial servicesFinancial groupStancorp equitiesSecurian financialCetera financial

LPL snags $850 million Securian team in wake of Cetera deal

LPL Financial said Monday it recruited a team of 14 advisors with $850 million in assets formerly with Securian.

Mike clementsJason strasserCetera financial groupFinancial design groupSecurian financial services incSecurian financial groupSecurian financial servicesOhio based financial design groupDesign group

Toledo-Based Financial Design Group Makes Move to LPL Financial Platform

CHARLOTTE, N.C., April 03, 2023 LPL Financial LLC announced today that Financial Design Group , an OSJ led by partners Mike Clements, AIF®, and Jason Strasser, has joined LPL. | April 3, 2023

United statesMichael clementsJason strasserJim strasserMike clementsScott posnerInvestor relations or pressKehrer bielan research consulting annualFinancial institution market shareBusiness developmentCerulli associatesFinancial design groupSecurian financial services incSecurian financial servicesFinancial designChief operations officer

LPL Adds Ohio OSJ with $850M in Client Assets

Financial Design Group, an Ohio-based team with $850 million in client assets, is joining LPL from Securian Financial Services,

United statesJason strasserJim strasserMike clementsDan arnoldAdvisor groupFinancial design groupNational financial allianceWells fargoStrategic wealth servicesErnst youngSecurian financial servicesRoyal allianceOhio based financial design groupCarillon investmentsWealth services

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