Hub International, a Chicago-based insurance brokerage and financial services firm, has acquired the assets of WealthPlan Advisors, a Scottsdale, Arizona-based registered investment adviser with assets of more than $2.3 billion.
Financial terms weren't disclosed.
WealthPlan Advisors provides retirement plan and investing consulting services to nearly 600 clients.
The WealthPlan Advisors team will join the Hub Southwest region, Hub International said in a release.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
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From direct lending to asset-based finance to commercial real estate debt.
