Securities America Nabs $560 Million Hybrid
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added Goldstein & Associates, an independent wealth management firm based in Wisconsin.
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added Goldstein & Associates, an independent wealth management firm based in Wisconsin, to its platform through one of its affiliated corporate RIAs, Arbor Point Advisors.
The firm’s six-advisor team has $565 million in total client assets and is led by founder and chief executive officer Jon Goldstein, who was previously affiliated with Ameriprise Financial Services.
Goldstein heads the firm’s Middleton headquarters, while its Lake Geneva office is led by advisor David Sharpe. The firm‘s producing advisors include Goldstein, Sharpe, Adam Peters, Lisa Spadoni, Amanda Gausewitz, and Kyle Kerkenbush.
Arbor Point Advisors has added more than $1 billion in advisory assets in the last year and expanded its total advisory assets to nearly $4 billion.
Securities America is one of the nation’s largest independent advisory and brokerage firms, with 2,600 independent advisors and approximately $97 billion in client assets as of September 30, 2019.
