Wealth Enhancement Group, a Plymouth, Minnesota-based hybrid managing more than $55.4 billion, has acquired Ginsburg Financial Advisors, a registered investment advisory firm in Oakland, California, managing $237 million.
The eponymous firm was founded in 1981 by Larry P. Ginsburg, who is joined in the move to Wealth Enhancement by a team of two advisers and four support staff.
"The fact that four of my respected professional colleagues have successfully integrated their businesses into Wealth Enhancement Group encouraged me to benefit from the high-quality team of professionals at Wealth Enhancement Group who will be supporting our local team and our clients," Ginsburg said in a statement.
Trevor Uhls was charged with wire fraud and money laundering in a criminal complaint filed in U.S. District Court for the Western District of Missouri.
The multigenerational Cedar Rapids firm is joining through a key OSJ as recruiting competition heats up across the wealth space.
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Servo Wealth Management's $210 million book brings the Minneapolis consolidator's total client assets further past $160 billion.
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