Advisor Group announced today it recruited Compass Wealth Solutions in Portland, Ind., to join its network of independent wealth management firms.
Compass Wealth Solutions is led by president and CEO Annette Alexander, who began her wealth management career in 2000. Along with holding various securities licenses and an insurance license, she also holds the certified plan fiduciary advisor designation.
Her firm manages $221 million in client assets. Other staff members include wealth advisor Tamra Kaufman and registered portfolio design director Brandon Mock, along with executive service director Paula Sibery and client service associate Dylan Franks.
Compass Wealth Solutions joins Advisor Group through its network member firm Woodbury Financial Services.
Advisor Group, which labels itself as the nation's largest network of independent wealth management firms, also includes FSC Securities, Royal Alliance Associates, Securities America, SagePoint Financial and Triad Advisors.
In the press release that announced this transaction, Alexander said she and her staff joined Woodbury Financial and Advisor Group because they like what the firms have to offer in succession planning, digital marketing, cybersecurity, business coaching services and a technology platform.