Compass Financial Resources Joins Securities America
August 14 2017 - 7:00AM
Business Wire
Kansas-based firm has 10 advisors with $340
million in client assets
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA), is
pleased to welcome Compass Financial Resources.
The Olathe, Kansas-based firm has 10 advisors and 10 support
staff members with $340 million in client assets. It also has
offices in Hutchinson, Kansas, and Lincoln, Nebraska.
Compass Financial Resources President Russ Lane said Securities
America’s Midwestern culture and 30-year history fueled his
decision to join the independent broker-dealer.
“From our standpoint in all this financial services chaos,
Securities America is a steady anchor we can attach our line to, so
we can continue to grow and work with clients in a stable
environment,” Lane said.
Lane is also founder and president of Ameritime, a
registered investment advisor that provides Kansas School District
employees and administrators information and guidance regarding the
state’s pension system.
“The advisors and staff at Compass Financial Resources have a
proven track record of providing superior service to their
clients,” said Gregg Johnson, Securities America executive vice
president of branch office development and acquisitions. “We’re
excited about this partnership and eager to provide Russ and his
team the technology and resources to take their client service to
the next level.”
About Securities America
Securities America is one of the nation’s largest independent
broker-dealers with more than 2,200 independent advisors and over
$72 billion in client assets.
Securities offered through Securities America, Inc., member
FINRA/SIPC. Advisory services offered through Securities America
Advisors, Inc., an SEC Registered Investment Advisory Firm.
Securities America, Compass Financial Resources and Ameritime are
separate entities.
View source
version on businesswire.com: http://www.businesswire.com/news/home/20170814005119/en/
Securities AmericaNatalie Hadley, 402-399-9111 ext. 4606
or 800-747-6111 ext. 4606nhadley@saionline.com
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