Advisor Group Successfully Recruits Compass Wealth Solutions, Wealth Management Practice with $221 Million in Client Assets

From PRNewswire:

Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful recruitment to its network of Compass Wealth Solutions, an Indiana-based wealth management practice with three financial professionals that oversees $221 million in total client assets. Compass Wealth Solutions joins Advisor Group through its network member firm Woodbury Financial Services.

Led by President and CEO Annette Alexander, a 21-year veteran of the wealth management industry, Compass Wealth Solutions also includes Wealth Advisor Tamra Kaufman and Registered Portfolio Design Director Brandon Mock, both of whom are licensed financial professionals, as well as Executive Service Director Paula Sibery and Client Service Associate Dylan Franks. The Portland, Ind.-based practice offers a range of wealth management services, including estate and retirement planning, education planning, insurance planning and tax planning.