RIA firm, founded in 1996, is based in Ann Arbor, Mich.
Regulator also fines broker Thomas T. Riquier $50,000 and bars him.
Donor giving was up $700 million from 2017 despite tax uncertainty.
He pleaded guilty to securities fraud in 2017; charged clients excessive commissions.
Green Square Wealth Management was formed earlier this year.
Strategic Financial is based in Hauppauge, N.Y.
Wealth/Stack will cover technology and investing.
Martin Kirschner fails to take part in hearing looking into case.
Mattern Capital Management will custody with First Clearing, the operations arm of Wells Fargo.
Four-adviser Vilfordi team joins employee arm in Dallas, Texas
