Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc., announced today that Wisconsin-based Goldstein & Associates, an independent wealth management firm with $565 million in asset under management, has joined its platform through one of Securities America’s corporate RIAs, Arbor Point Advisors, according to a news release.

Jon Goldstein, founder and CEO of the six-advisor firm, heads the Middleton, Wisc., office, the firm’s headquarters, while advisor David Sharpe heads its Lake Geneva, Wisc., office. The firm‘s other producing advisors are Adam Peters, Lisa Spadoni, Amanda Gausewitz and Kyle Kerkenbush, the release said.

“The number one reason we made this decision was our commitment to our clients. Our team works diligently to champion premier customer service, leverage continuing education and technology and tap into our combined decades of industry experience to position our clients for success in reaching their financial goals,” Goldstein said in a prepared statement.

Goldstein and his team also cited technology as a deciding factor in joining with Securities America. “For many years, our clients have been requesting the most up-to-date online and mobile technology. We’re proud to now offer them the strong technology provided to advisors affiliated with Securities America and Arbor Point,” he added.

Gregg Johnson, executive vice president of branch office development and acquisitions at Securities America, said advisors aligning with Arbor Point have the freedom to choose a hybrid business model and affiliate with both Arbor Point and Securities America, or join as an RIA-only advisor with Arbor Point only.

“Jon and his team Goldstein & Associates are joining our platform as a hybrid practice. Through Arbor Point, they have full access to a powerful advisory platform, industry leading technology, oversight and compliance support provided by a corporate RIA structure, and their choice of highly recognized custodians,” he said.

LaVista, Neb.-based Securities America is one of the largest independent advisory and brokerage firms, with 2,600 independent advisors and about $97 billion in client assets as of the end of September. Arbor Point has added more than $1 billion in advisory assets in the last year and expanded its total advisory assets to nearly $4 billion.