Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Press Release OneDigital Acquires Vertical Financial Group |
Issued by OneDigital Jan. 19, 2021 |
Acquisition Bolsters OneDigital’s Retirement and Wealth Vertical and Strengthens its Holistic Benefits Practice ATLANTA, GA – January 19, 2021 – OneDigital Investment Advisors, the registered investment advisor and a wholly-owned subsidiary of OneDigital, a leading strategic advisory firm focused on driving business growth for employers of all sizes, has acquired three offices of Vertical Financial Group, a partnership of independent financial advisors specializing in retirement plan design and investment advisory services for companies and wealth management for individuals. The advisors located in St. Louis, Missouri, Overland Park, Kansas, and Chicago, Illinois, significantly advance OneDigital’s vision to converge health, wealth and retirement services and seek to elevate plans for financial success.
Vertical Financial Group’s partnering financial advisors, Laura T. Scobee, Brad Harris, J.D., and Thomas H. Parker, will maintain their respective office locations and assume the title of Senior Vice President. Brett M. Dankowski, current advisor and Director of Client Services, will join the firm under the new role of Retirement Plan Consultant—managing client relations for qualified retirement and 401(k) plans. Upon closing, Vertical Financial Group will operate under the registered investment advisory of OneDigital Investment Advisors—adding over 80 retirement plans, representing $1B in plan assets in addition to providing wealth management to over 400 households representing over $160M in assets. The firms that join OneDigital maintain various degrees of expertise, ingenuity, and innovation to solve businesses and their employees' rising challenges. Through its investment in comprehensive advisory services and market-leading solutions, the firm has helped double and triple the size of operations in new markets, totaling over 100 offices across the country and servings close to 60,000 customers globally. |
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