Two wealth managers who managed $260 million at Wells Fargo Advisors have joined Kingsview Partners to open a new office in Roseville, Minnesota.
Sally Oradei and John Hanselman have a combined 50 years of industry experience and say they were attracted to their new firm by its unwavering commitment to acting as fiduciaries.
"Our clients' financial well-being has always been paramount," commented Oradei. "Kingsview's dedication to prioritizing clients' needs aligns perfectly with our values.”
Oradei says that one of the skills she learned while studying at the University of Wisconsin has proven to be invaluable as a wealth manager, active listening. Gaining a deep understanding of her clients’ goals, dreams, and concerns helps her become a confidant to those she works with and means that most of her business comes from referrals.
"I believe that's because I work to empower my clients with the knowledge and understanding that is key to their financial success,” she explained. “I aim to keep us on the same page, working together toward their goals and making informed decisions that align with their unique financial journeys."
Meanwhile, John Hanselman, CFP, has been an advisor since 1999 when he joined Dean Witter moving to Wells Fargo Advisors in 2015.
He has a particular interest in hearing how clients are enjoying their retirement years.
"Hearing the stories of exploration, newfound passions, and the joy they experience in this new chapter of life is incredibly rewarding,” he said. “It reminds me of the true impact of my work and motivates me to continue guiding others towards their own extraordinary retirement
adventures.”
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
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