A new deal has sold off control of a sprawling, family-run financial advisory services firm.

NorthStar Financial Services Group, the Omaha, Neb.-based parent company of Orion Advisor Services, CLS Investments, Gemini Alternative funds and other subsidiaries, has agreed to sell a majority stake to private equity firm TA Associates.

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

Don't have an account? Register for Free Unlimited Access