Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group.
“We are excited to welcome the teams at Kerrigan Group and Winona Wealth Management to Financial Resources Group,” said Steve Lank, President of Financial Resources Group. “We admire their commitment to serve their clients and are proud to partner with these two wonderful organizations that share similar values as our firm.”
Latest Fintech News: Bitwave Partners with Enterprise Wallet for Web3 Businesses, N Suite, Revolutionizing Digital Asset Integration
Daniel Kerrigan, CFP®, AIF® founded Kerrigan Group in 2015 as an independent financial planning firm focused on exceeding their clients’ expectations through education, consistent communication and superior service. Kerrigan is joined by financial advisor and COO Shannon-Burnett-Fernandez and client relationship manager Elizabeth Greene.
Kerrigan highlights a few of the noteworthy factors that went into his decision to join Financial Resources Group and LPL. “Technology as well as the breadth, scale, and scope of LPL married with the personal human capital available at Financial Resources Group just made sense for our firm and most importantly our clients.”
Winona Wealth Management was founded in 2014 by David Jones, ChFC®, and offers a holistic, “out of the box” strategic approach to financial planning, investing and preserving wealth for its clients. Jones is joined by financial advisors Jessica Bricker, CPA, CFP®, and David Robertson, and client relationship specialists Brandi Wright and Amy Sutter.
“After doing our due diligence on several top firms, we decided to make the move to Financial Resources Group,” said Jones. “In making our decision, being able to maintain the highest level of service to our clients was our primary objective, and we believe Financial Resources Group will help us accomplish that. The firm’s size allows them to deliver personalized service while being able to leverage all of the resources of LPL.”
Latest Fintech News: TOGGLE AI Introduces Direct Trading Integration With Tradestation
“We are pleased that Kerrigan Group and Winona Wealth Management have chosen Financial Resources Group to guide them on their financial advising journeys,” said J.J. Hudock, Director of Business Development at Financial Resources Group. “We look forward to helping them grow their revenue by attracting new clients and strengthening existing relationships.”
Scott Posner, Executive Vice President, Business Development at LPL Financial, stated, “We welcome David, Daniel and their teams to the LPL community and are pleased to support them on their mission to drive outstanding results for their clients’ financial futures. LPL and Financial Resources Group are long-standing partners and remain steadfast in our commitment to providing advisors with the right tools to help them grow their practices. We look forward to a continuing relationship with Kerrigan Group and Winona Wealth Management.
Latest Fintech News: Alchemy Pay Deploys on Polygon zkEVM as an Early Stage On-Ramp Provider
[To share your insights with us, please write to sghosh@martechseries.com]
