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RIA Roundup: Dakota Wealth Grows to $3.8B with Jonathan D. Pond - Vimarsana News

RIA Roundup: Dakota Wealth Grows to $3.8B with Jonathan D. Pond

Published: September 18, 2023

Dakota, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty announced some executive changes

Source: wealthmanagement.com
Related Topics:
United StatesMerrill LynchJohn AnninoAnne CrabbeStacy CostnerJoe DuranJanet ByasLeslie DentingerTerry FleischmanGordon RossPeter RaimondiBrian RuppJennifer DorganJoanna SchaulBobby YountBerthel FisherAndrew ChristoffersonAndrew MarshAdam SchwartzMichelle CoxPaige SwartzendruberAngela GingrasJohn KlevensTom BerthelRon Insana
Berthel Fisher Embarks on Next Stage of Growth Vision with Senior Leadership Team Enhancements - Vimarsana News

Berthel Fisher Embarks on Next Stage of Growth Vision with Senior Leadership Team Enhancements

Published: September 14, 2023

/PRNewswire/ -- The Berthel Fisher Companies (Berthel Fisher or the "firm") — a leading wealth management, investment management and insurance solutions...

Source: prnewswire.com
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Cedar RapidsUnited StatesAndrew ChristoffersonPaige SwartzendruberTom BerthelBerthel FisherJoanna SchaulJoseph Kuo Michael DuganBrian RuppBerthel Fisher CompaniesBusiness DevelopmentInsurance AgencyBerthel Fisher CompanySecurities Management ResearchBerthel Fisher Holding CompanyBerthel Fisher Company InsuranceBerthel Fisher Company Financial ServicesGe CapitalHaven Tower GroupCo Founder TomStrategic InitiativesBerthel Fisher HoldingJoanna Schaul Also PromotedChief Executive OfficerChief Operating Officer