A big LPL practice with $3.7 billion in assets under management is picking up a $300 million Chicago-area firm.
The merger with Summit Wealth Advisors gives Minneapolis-based Wealth Enhancement Group, which already serves client in 40 states, a retail presence in Itasca, Ill., and by extension a bigger footprint in Chicago's high-net-worth market.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access