Strategic Financial Solutions, a seven-member advisor team based in Cedar Rapids, Iowa, has joined the Commonwealth Financial Network of independent financial advisors with $1.4 billion in client assets, the companies announced..
Formerly with Principal Securities Inc. in Des Moines, Iowa, advisors Larry Witzel, Bert McClintock, Brian Brandt, Jeff Haugse, Jordan Kuehner, Steven Bragg and David Spanier and their support staff focus on corporate retirement plan guidance, individual wealth management, and comprehensive planning for clients near or in retirement.
Witzel said in a news release that his practice had been in business for more than three decades, evolving during that time into a profitable enterprise by earning clients’ trust.
“Feel, fit, financials, and future direction are core components of our decision-making process,” Witzel said. “Commonwealth’s service-oriented culture feels in sync with ours. The breadth and depth of resources, from the technology enhancements and interface, to the Commonwealth team being readily available to answer our questions, make this a good partnership. Together, this will enable us to unleash even greater productivity and efficiency as we look to the future.”
According to the news release, the team is already leveraging the professional expertise of Commonwealth’s Brand Studio to develop a new website, as well as tapping into the firm’s technology solutions, which include the Virtual Transition Support program, which ensures a smooth move to their new affiliate partner.
“For the whole team, its all about connectivity with Commonwealth,” Witzel said in the news release. “We have the infrastructure in place, so if we can operate smarter and faster to deliver better outcomes for our clients, that’s a big win.”
Becca Hajjar, managing principal and chief business development officer at Commonwealth, said in a prepared statement that she and her colleagues welcomed the Strategic Financial Solutions team to the Commonwealth family of advisors, and that her firm stood ready to provide its newest affiliate with any assistance its team required.
“The Strategic Financial Solutions team is laser-focused on achieving clients’ objectives through a high-touch consultative approach,” she said. “[We] look forward to delivering our suite of sophisticated solutions to help them scale their business, all supported by the same caliber of personalized service they provide to their clients.”
Commonwealth Financial Network is a privately held RIA–independent broker/dealer headquartered in Waltham, Mass., and San Diego.