Thursday, July 25, 2019

Minneapolis financial advisory acquires Fulton firm, enters D.C.-Baltimore region

Minneapolis-based Wealth Enhancement Group has acquired Planning Solutions Group LLC, an independent financial adviser based in Fulton. Terms of the deal were not disclosed. The acquisition gives Wealth Enhancement Group, which oversees $11.8 billion in client assets, entry in the Baltimore-Washington market. It is the group’s 12th acquisition since 2013. Planning Solutions Group, led by Managing Partner Robert Carson, manages more than $1.3 billion in combined client assets. Its location in…



from https://www.bizjournals.com/baltimore/news/2019/07/25/minneapolis-financial-advisory-acquires-fulton.html?ana=RSS&s=article_search
via https://baltimorecheckbook.tumblr.com/post/186539350617

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