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Wells Fargo FiNet Loses $850 Million Team to Triad

The move will make it easier for Stonebridge Financial Group to acquire other practices.

Triad Advisors, an independent broker/dealer subsidiary of Ladenburg Thalmann, has recruited Stonebridge Financial Group, a Pennsylvania-based team with about $850 million in client assets under advisement. The team, which joins Triad’s hybrid platform, comes from Wells Fargo Advisors Financial Network, the firm’s independent b/d unit.  

Stonebridge, with offices in Wormleysburg and Gettysburg, Pa., has a particular expertise in compensation and equity strategies for senior executives, corporate retirement plans for small to midsize businesses and portfolio management with versatile fee structures. The firm recently merged with Ferrara Kampstra Wealth Management, an independent practice that was previously affiliated with Geneos Wealth Management.

The team is led by Brian McCarver, Jonathan Freeman and Jim Kampstra.

McCarver said the firm plans to add new offices in the region, with the help of Triad’s parent company, Ladenburg. “We now see a clear path for how we can achieve that goal.”

The team was also attracted to Triad’s multi-custodial approach, which will make it easier to integrate newly acquired practices into the business, Freeman said.

In other Ladenburg-related news, Highland Capital, the firm’s insurance brokerage supporting independent advisors, recently announced the acquisition of Four Seasons Financial Group, an independent insurance and annuity distribution company in Marlton, N.J.

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TAGS: Industry
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