An Overland Park, Kansas-based team of advisors left Wells Fargo Advisors last month to launch their own registered investment advisory with the help of Dynasty Financial Partners. The four-person team, managing $400 million in client assets, have formed NovaR Wealth Advisors.
The team, lead by Principal and CEO Timothy Rodgers, includes Keith Osborne, vice president, Brian Fry, client services associate, and Billi Wood, office manager.
The new RIA will utilize Dynasty’s investment and technology platform. Fidelity Investments will act as NovaR’s primary custodian. The firm will use PKS for brokerage services and MarketCounsel for counsel and help with the initial launch of the RIA.
“With NovaR Wealth as an independent firm through Dynasty, we now have access to a much wider selection of financial resources,” Rodgers said.
Most recently, Rodgers served as a managing director of investments at Wells Fargo Advisors and senior vice president at A.G. Edwards prior to that.