The Strategic Wealth Management Group, a newly formed financial and investment advisory firm based in Mansfield, Ohio, has joined the Kestra Financial Inc. platform, Kestra announced Monday.
Strategic Wealth Management Group was created by Jeremy Swank, Rob Danuloff, Rob Hassmann, Greg Kibler and Debbie Williams. They have a total of $250 million in assets under management.
Kestra, based in Austin, Texas, provides services and support for independent advisors.