Arbor Point Advisors Adds Team with $120 Million in Client Assets
Omaha-based advisors with more than 30 years of experience join Fortress Wealth.
La Vista, NE, June 04, 2014 --(PR.com)-- Thomas Kerins and Debra Hendrickson of Omaha, Neb., have joined Fortress Wealth Advisors, which opened mid-January. They are the first team to join founders Dana and Curren Webb, whose firm now manages more than $200 million in assets.
“Seeing the growth Fortress Wealth has achieved in such a short amount of time is impressive,” said Curtis Reed, president of Arbor Point Advisors. “We know today’s financial advisors want to build their practice centered around their own unique value proposition and stay focused on clients. Being able to work with companies like Fortress Wealth highlights the possibilities for advisors seeking independence and partnership help on the regulatory and structural aspects of the business.”
Fortress Wealth Advisors conducts advisory business through Arbor Point Advisors, LLC, a joint venture of Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS) and NorthStar Financial Services Group, LLC.
Kerins and Hendrickson together managed more than $120 million in client assets. A graduate of the University of California, Davis, the University of Texas, Austin and the College of Financial Planning, Kerins holds the Series 7, Series 63 and Series 65 licenses. Hendrickson, a graduate of the University of Nebraska, Lincoln holds the Series 7 and Series 66 licenses
They were previously with Manarin Investment Counsel, Ltd. of Omaha.
About Arbor Point Advisors
Arbor Point is an SEC registered investment advisory firm headquartered in La Vista, Neb. Arbor Point’s mission is to provide an all-inclusive advisory platform with world-class technology, compliance and business growth support, giving advisors the resources and support necessary to lead a client-centric practice.
About Securities America
Securities America is one of the nation’s largest independent broker-dealers with more than 1,700 independent advisors responsible for more than $50 billion in client assets.
Source: Arbor Point Advisors
Advisory services offered through Arbor Point Advisors, LLC, an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. Securities America, Inc. and Arbor Point Advisors, LLC, are affiliated entities and are not affiliated with Fortress Wealth Advisors.
Contact:
Natalie Hadley
Securities America
800-747-6111, ext. 4606
nhadley@saionline.com
“Seeing the growth Fortress Wealth has achieved in such a short amount of time is impressive,” said Curtis Reed, president of Arbor Point Advisors. “We know today’s financial advisors want to build their practice centered around their own unique value proposition and stay focused on clients. Being able to work with companies like Fortress Wealth highlights the possibilities for advisors seeking independence and partnership help on the regulatory and structural aspects of the business.”
Fortress Wealth Advisors conducts advisory business through Arbor Point Advisors, LLC, a joint venture of Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS) and NorthStar Financial Services Group, LLC.
Kerins and Hendrickson together managed more than $120 million in client assets. A graduate of the University of California, Davis, the University of Texas, Austin and the College of Financial Planning, Kerins holds the Series 7, Series 63 and Series 65 licenses. Hendrickson, a graduate of the University of Nebraska, Lincoln holds the Series 7 and Series 66 licenses
They were previously with Manarin Investment Counsel, Ltd. of Omaha.
About Arbor Point Advisors
Arbor Point is an SEC registered investment advisory firm headquartered in La Vista, Neb. Arbor Point’s mission is to provide an all-inclusive advisory platform with world-class technology, compliance and business growth support, giving advisors the resources and support necessary to lead a client-centric practice.
About Securities America
Securities America is one of the nation’s largest independent broker-dealers with more than 1,700 independent advisors responsible for more than $50 billion in client assets.
Source: Arbor Point Advisors
Advisory services offered through Arbor Point Advisors, LLC, an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. Securities America, Inc. and Arbor Point Advisors, LLC, are affiliated entities and are not affiliated with Fortress Wealth Advisors.
Contact:
Natalie Hadley
Securities America
800-747-6111, ext. 4606
nhadley@saionline.com
Contact
Securities America
Natalie Hadley
800-747-6111 x4606
http://www.securitiesamerica.com
12325 Port Grace Blvd.
La Vista, NE 68128
Natalie Hadley
800-747-6111 x4606
http://www.securitiesamerica.com
12325 Port Grace Blvd.
La Vista, NE 68128
Contact
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