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Kestra Financial CEO James Poer

Kestra Adds $2.4 Million Retirement Planning Practice

MidAtlantic Retirement Planning Specialists join from Cadaret, Grant.

Kestra Financial has recruited MidAtlantic Retirement Planning Specialists, a Wilmington, Del.-based practice with $2.4 million in annual revenue, to its independent advisor platform. 

MidAtlantic comes to Kestra from Cadaret, Grant. The team specializes in retirement planning. 

“Kestra Financial’s next-generation technology, abundance of resources, and track record of helping advisory practices like ours grow is what spurred us to partner with the organization,” said Thom Shumosic, owner of MidAtlantic Retirement Planning Specialists. 

The recruitment is part of a concerted effort by Kestra to increase the number of retirement-focused firms on its platform. 

This summer, Kestra acquired H. Beck, a firm owned by insurance company Securian Financial Group. The deal added about 600 advisors and $2.4 billion in client assets to Kestra’s platform.

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