EP Property makes the second agreement of 2025 with the purchase of Colorado
Torrance, the first purchase of EP -based EP -based property advisers. Second agreement of 2025 It brings it back to that state with the purchase of Denver -based Holben Group.
Holben Group was founded in 2006 and increased to about $ 190 million dollars under management through financial planning and investment for individuals and family, including many first answers, according to the firm.
Holben Group founder Jeffrey Holben and partner Clinton Demming will join EP WEALTH as vice president, advisers and partners, and team member Patricia Parker to join as wealth advisor. The new team will work with the EP Jon Moore Regional Property Director and the largest EP Colorado wealth team.
EP's wealth has more than 47 offices in 16 countries and manages over $ 31 billion.
Flputnam adds $ 330 million in Virginia
Investment Management Flputnam announced his first 2025 movement by receiving a registered VA -registered investment adviser, overseeing $ 330 million in AUM.
Aog property management founder, Frederick P. Baerenz and a nine -person team will join Flputnam with his practice by serving individuals of high value, companies, pension plans, beliefs and funds advised by donors. The firm works with clients in Virginia, Washington DC and Maryland.
“Our combination with AOG demonstrates our commitment to provide value added services to our current customers, while improving our team with talented advisers in new places where our customers live and work,” said Tom Manning, CEO of Flputnam in a statement.
Through the Agreement, FLPUTNAM will also become the investment manager of the AOG institutional fund of BAERENZ, which provides institutional investors access to alternative investments, including immovable property, private loans and private capital.
Baerenz will be president of the Fund, noting that the movement in FL Putnam, while it is good for growing his team, will also enable him to focus on “building a world -class interval fund”.
The deal is lynnfield, the fifth purchase of Mass based Flputnam in the last 12 months, leading its presence to the office to 10 nationwide.
Cetera brings my counselor and educator of my industry Clairmont
Cetera Financial Group announced that my councilor Clairmont is joining the firm with $ 235 million in administration and his program of Clearfp advisers, which provides educational resources and training for councilors.
Clairmont will bear his name of the firm, clear financial partners, which offers financial planning and investment tips for firms and individuals.
“I have asked the right mediator/trader and partner RIA for a very long time,” Clairmont said in a statement. “When working with a mediator/trader and a RIA partner, you must have a firm that has resources to be important, while you still have the mentality of thought forward to fit and fly into this rapidly changing landscape.”
Clairmont founded clear financial partners in 1997 and launched the 2017 advisory program to train, evaluate, consult and provide internship tools and strategies.
Ameriprise Snags is -Dyqan LPL in Tennesses
RIA Highland's wealth management with offices in Tennesses is receiving $ 210 million in customer assets By LPL Financial of minneapolis -based financial Ameripria.
After a “wide search” for a new mediator/trader, Highland Lee Hooks's wealth leader said the firm chose Ameriprise for customer satisfaction, technology and independence supported by the brand and the platform of America.
“We have great goals for growth and we believe that Ameriprise will help us get there,” Hooks said in a statement.
His team includes financial advisers Adam Kock, Clyde Allen III, Kathryn Haislip Lintz, Mike Wickberg and Whitney Shimatsu. They will work with the Vice President of the Ameriprise Exclusivity George Varone and the US Vice President of Grong Moli.
LPL welcomes asset management in ShorePoint
Lplin financial hired another counselor, Former Wells Fargo Justin Lotano adviser, who had supervised about $ 250 million in client assets.
The Lotano, based in Colts Neck, Nj, will join the LPL mediator/trader, RIA and custody platforms. He will join Financial Adviser Joe Burgard, registered representative Kevyn Martteniz and two staff members.
“We are a young team, with an average age of about 30, but we have a great level of experience leading individuals to a more successful pension,” Lotano said in a statement, mentioning that they specialize in the help of clients through divorce and other life transitions.