Securities America Welcomes Benson Financial Group
September 12 2017 - 7:00AM
Business Wire
Missouri firm with $170 million in client
assets joins Compass Financial Resources of Olathe, Kansas
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA), is
pleased to welcome Benson Financial Group of Hannibal,
Missouri.
“We’re excited about partnering with such a great company,” said
Benson Financial Group founder and financial advisor Pat Benson.
“It felt like family the way we were treated. We were very
impressed with every aspect of the business.”
The eight producers and three staff members of Benson Financial
Group have $170 million in client assets. They will join Compass
Financial Resources, an Olathe, Kansas-based branch led by
President Russ Lane. Lane and his firm’s 10 advisors joined
Securities America in August. Before Benson Financial Group joined
the practice, Compass Financial Resources had $340 million in
client assets.
Joining Securities America has provided Benson and his team some
relief from the current industry environment.
“We can come to the office and be financial advisors again,”
Benson said. “Over the last four months, with all the DOL
conversations, it’s been hard to get out of bed and focus on what
we do. We’re looking forward to 2018 and this new
relationship.”
Benson said he opted to join Compass Financial Resources and
Securities America because they shared a common culture with his
firm.
“They’re easy to do business with,” Benson said. “We’ll be able
to call and get the answers we need. We know they’re on our side
and looking out for our best interests.”
Gregg Johnson, Securities America executive vice president of
branch office development and acquisitions, said Compass Financial
Resources and Securities America will offer the support and
technology to ensure Benson Financial Group continues to provide
its clients team-oriented service.
“Benson Financial Group is a great fit for the Securities
America family,” Johnson said. “Their team approach to serving
clients has proven successful for over 20 years. We’re looking
forward to building on that success by introducing their staff and
advisors to our technology and practice management resources.”
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 Benson
Financial Group are separate entities.
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version on businesswire.com: http://www.businesswire.com/news/home/20170912005268/en/
Securities AmericaNatalie Hadley402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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