Indiana indie with $220 million joins Commonwealth from Cambridge
Accounting-oriented Strategic Planning Group is based in Fishers, Indiana.
Strategic Planning Group, an accounting and planning-oriented advisory firm managing $220 million in Fishers, Indiana, has changed its affiliation to Commonwealth Financial Network from Cambridge Investment Research.
Strategic Planning group is headed by firm president and adviser John Wood.
Joining him in the move are adviser and accountant Chris McCauley, accountant and director of taxation services Kerry Zerla, and operations manager Julie Ogle.
[More: Commonwealth becomes latest IBD to invest in adviser firms]
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