New Jersey-Based Independent Financial Advisors Partner with Advisor Group through Principal Securities’ SagePoint Financial
PHOENIX, March 16, 2022 /PRNewswire/ — Advisor Group, the nation’s largest network of independent wealth management firms, today announced the successful affiliation to its network of Brett Straub and Stephanie Wadeindependent financial advisors with over $120 million in total client assets, of Principal Securities.
Mr. Straub and Mrs. Wade, of Straub Group Advantage, based in Haddon Heights, New Jerseyjoin Advisor Group through member firm SagePoint Financial Services, headquartered in Phoenix, AZand the Las Vegas, Nevada-based on the AmeriFlex Group under the Founder and CEO, Tom Goodson. Advisor Group’s network of firms also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services.
Desireé Sii, President and CEO of SagePoint Financial, said, “I am pleased to welcome Brett and Stephanie to SagePoint and Advisor Group. Tom continues to make AmeriFlex a great company, serving customers across the country with distinction. Brett and Stephanie’s caliber in its lineup will only make AmeriFlex better. We look forward to working with them to accelerate their growth, while providing the best tools, technology and support to help them better serve their customers.
Mr. Straub and Ms. Wade both have over 29 years of experience providing financial planning and investment advice to individuals and small businesses. Mr. Straub said, “When Stephanie and I started looking for a new affiliate opportunity for Straub Group Advantage, we wanted to find a home where we would feel comfortable taking our practice to the next level. We found it with AmeriFlex and SagePoint Financial.
Ms. Wade added: “We were attracted to the extensive offerings of these companies, particularly their dedicated marketing and practice development consultants, business intelligence tools, cybersecurity protections, innovative technologies and support. back office.”
Mr. Goodson said, “I am delighted to welcome Brett and Stephanie to the AmeriFlex group and the greater SagePoint family. This is the start of a great partnership where we can provide them with the scale and resources they need to grow, while giving us the opportunity to expand the geographic reach of our practice on the East Coast. We look forward to working together to achieve our common business goals and provide their customers with an exceptional experience.
Greg CornickAdvisor Group Chairman for Wealth Management and Advice, said, “We are delighted to welcome Brett and Stephanie to Advisor Group and are committed to their continued success. I congratulate Desireé, Iyana Harris and the SagePoint and AmeriFlex teams for bringing such an impressive team to the Advisor Group and for continuing to attract high caliber talent to our organizations. »
About the AmeriFlex Group
The AmeriFlex® Group is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned and operated by its member advisors and partners. Securities offered by SagePoint Financial, Inc. (SPF), Member FINRA/SIPC. Investment advisory services offered by the AmeriFlex® Group, an independent registered investment adviser. SPF is separately owned and other entities and/or trade names, products or services referenced herein are independent of SPF. The insurance is offered independently of the SPF. 8485 W Sunset Road, Suite 204, Las Vegas, Nevada 89113
About SagePoint Financial
SagePoint Financial, Inc. is part of one of the nation’s largest independent brokerage organizations and is a Registered Investment Advisor, Member FINRA and SIPC. SagePoint is backed by Advisor Group, one of the largest networks of truly independent brokers in the industry. The company has approximately 1,400 advisors across the United States. For more information, please visit www.sagepointfinancial.com.
About the Advisor Group
Advisor Group, Inc. is the largest national network of independent wealth management firms, serving approximately 11,100 financial professionals and overseeing more than $450 billion in customer assets. The firm’s mission is to support the strategic role that advisors can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of finance professionals and is committed to being by their side every step of the way. For more information, visit https://www.advisorgroup.com.
Securities and investment advisory services are offered through the following companies: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC and Woodbury Financial Services, Inc., brokers , registered investment advisers and members of FINRA and SIPC. The securities are offered by Securities America, Inc., a dealer and member of FINRA and SIPC. Advisory services are offered by Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc. and Triad Hybrid Solutions, LLC, registered investment advisers. The advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliate registered investment adviser. Advisor Group, Inc. is a subsidiary of these companies. 20 E. Thomas Road, Ste. 2000, Phoenix, AZ85012. 866.481.0379.
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