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Former Sheaff Brock Team Launches New RIA With tru Independence

Published: April 1, 2024

Indianapolis-based Mindset Wealth Management is the latest to join the $12.5 billion service platform.

Source: wealthmanagement.com

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James Louie HumphriesMark VandygriffSeth HickleSheaff BrockPeter BjelopetrovichSchwab Advisor ServicesSheaff Brock Investment AdvisorsWealth ManagementBroker RecruitingSchwab AdvisorSpirepoint Private ClientSeven Mile AdvisoryCrossover Capital AdvisorsGainline Financial PartnersSykon Capital