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Terry Lockridge and Dunn acquired by wealth management company - Vimarsana News

Terry Lockridge and Dunn acquired by wealth management company

Published: October 6, 2022

World Trend Financial investment advisers and Terry Lockridge and Dunn business consultants, both based in Cedar Rapids and with offices in Iowa City, have been acquired by Rockford, Ill.-headquartered Savant Wealth Management.

Source: thegazette.com
Related Topics:
Cedar RapidsUnited StatesIowa CityTerry LockridgeTim TerryBrentr BrodeskiWorld Trend FinancialSavant WealthTrend FinancialWorld TrendDaily Business News
Savant Acquires World Trend Financial and Terry Lockridge & Dunn - Vimarsana News

Savant Acquires World Trend Financial and Terry Lockridge & Dunn

Published: October 4, 2022

Savant Wealth Management adds $730 million in assets as firm seeks 5x growth over 5 years.

Source: wealthmanagement.com
Related Topics:
Cedar RapidsUnited StatesIowa CityBrent BrodeskiPaula RogersTerry Lockridge DunnKelso CompanySavant Wealth ManagementWorld Trend FinancialTerry LockridgeTrend FinancialTory MeiborgSavant Tax