Aaron Sehl News Today : Breaking News, Live Updates & Top Stories | Vimarsana

The mergers, acquisitions and deals you may have missed the week of May 10, 2021. Several deals hit the wire this week.  Canadian serial RIA acquirer CI Financial announced that it entered the San Diego market, adding Dowling & Yahnke, an RIA with $5.6 billion in assets under management, to its portfolio. An LPL Financial office of supervisory jurisdiction with $3 billion in AUM acquired U.S. Financial Advisors in Braintree, Mass. The firm manages about $750 million in client assets. Another Canadian firm that’s been building out its U.S. arm, RBC Wealth Management, picked up...

Commonwealth Financial Network ®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of FS Financial of Southington, Connecticut, to its network of independent financial advisors. Formerly affiliated with Wells Fargo, financial advisors Aaron Sehl and Vincent Feijoo, a CFP ® professional, founded the independent firm in April 2021, bringing with them veteran support staff member Michele Molitor. The dually registered firm will be responsible for $200 million in assets under management, with close to 75 percent fee-based business. FS Financial w...

Duo managing $200 million at Wells Fargo goes indie with Commonwealth Aaron Sehl and Vincent Feijoo set up FS Financial in Southington, Connecticut. May 11, 2021 Joining them in their Southington, Connecticut-based firm, FS Financial, is Michele Molitor, their team administrative professional.