DALLAS, March 18, 2021 /PRNewswire/ -- Prospera Financial
Services, Inc. (Prospera) is proud to announce the affiliation of
Steven Loerke of Redwood Advisory
Group to the firm. Located in Redwood City, California, the new addition
adds $100M in AUM. Prospera, a
privately held company, is a Texas-based financial firm founded in 1982 as
a full-service, boutique broker-dealer and support organization for
successful independent financial professionals across the
country.
Steven Loerke, Founder of Redwood
Advisory Group, has over 20 years of financial experience. After
graduating with a Bachelor of Arts in Business Administration from
Saint Mary's College of California, he
found himself naturally drawn to helping others find suitable ways
to manage their money and investments. In 2000, he began his career
with Morgan Stanley, later moving to UBS and climbing the ranks,
serving as Wealth Advisor, Portfolio Manager, and Vice President.
Finding that he wanted to elevate the level of service for his
clients, Steven chose to go independent and formed Redwood Advisory
Group.
"I have a passion for detail when it comes to helping my
clients. Since affiliating myself with Prospera in December, I have
seen that same passion for detail. I am proud to be aligned with a
firm who shares my commitment to providing a higher standard of
service," said Steven Loerke.
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, Member FINRA, SIPC
and a registered investment advisory, offers the flexibility and
resources only found at some of the nation's largest
broker-dealers. Headquartered in Dallas,
TX, Prospera was named Broker-Dealer of the Year by
Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018
and 2019. The firm supports independent financial advisors
nationwide. For more information about Prospera, visit
www.joinprospera.com.
Media Contact:
Tarah Mattia Williams
Chief Administrative Officer
Prospera Financial Services, Inc.
(972) 581-3015
Tarah.Williams@ProsperaFinancial.com
www.joinprospera.com
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SOURCE Prospera Financial Services