Phoenix-based Advisor Group is adding two Oregon advisors who manage a combined $365 million in client assets via its SagePoint Financial subsidiary.
Chris Scheller and Conrad Pearson, based in Lake Oswego, Ore., each operate their own book of business while sharing an office location.
“We are thrilled that Chris Scheller and Conrad Pearson are choosing to entrust the next stage of growth for their businesses to SagePoint and Advisor Group,” said Jeffrey Auld, president and CEO of SagePoint Financial in released comments. “These are exceptional professionals who have served their clients with integrity for years, each with a track record of successful client support that speaks for itself.”
Scheller and Pearson both specialize in planning and wealth management, offering both commission and fee-based services. Both men have been financial professionals for over 35 years.
Scheller is returning to SagePoint after having been affiliated with the firm from 2005-2016.
Pearson, on the other hand, has worked with Advisor Group subsidiaries FSC Securities and Royal Alliance Associates.