ClearTrack Financial Advisors, an independent financial services firm in Sheboygan, Wis., and Glenview, Ill., has joined Raymond James Financial Services Inc., Raymond James announced Monday.
Financial advisors Gregory Weggeman and R. Peter Dales, both ClearTrack managing partners, lead the firm. Weggeman and Dales were previously affiliated with Wells Fargo Advisors, where they managed more than $225 million in client assets and had annual revenue of approximately $1.65 million.
The ClearTrack team also includes Theodore D. Baszler, investment executive and portfolio manager; Jennifer Buttram, registered client relationship manager; and Julie Puksich, office manager.
Weggeman previously served as managing director of investments with Wells Fargo Advisors and its predecessor firms. Dales previously served as a financial advisor for Wachovia Securities. Baszler was previously with Heartland Advisors, where he managed more than $1 billion as the lead manager for one of the firm’s fastest-growing separate account strategies