Triad Advisors LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Atlanta area advisor Chris Kohne to Sugarloaf Wealth Management, a Triad-affiliated hybrid RIA.
Kohne, who was previously affiliated with Lincoln Financial Advisors, adds approximately $100 million in client assets to Sugarloaf, bringing the firm’s total brokerage and advisory assets more than $500 million.
Sugarloaf Wealth Management was formed in 1989 and provides financial planning and investment services to mass affluent and high net worth clients, particularly retirees and clients nearing retirement. The firm is based in the Atlanta suburb of Duluth, Georgia and maintains a geographic focus on Atlanta and the surrounding areas. Including Kohne, Sugarloaf’s team is comprised of six advisors.
“Today’s announcement also marks an exciting start to Sugarloaf’s expanded recruiting approach,” said Taylor Manry, principal of Sugarloaf Wealth Management. “In the year ahead, we will seek to partner with additional advisors who present a strong fit with our culture of superb service and our focus on supporting clients in the retiree and near-retiree segments.”
Headquartered in Atlanta, Georgia, Triad Advisors is an independent advisory and brokerage firm as well as a multi-custodial registered investment adviser. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions.