Fortress Wealth Advisors Joins Securities America

April 18, 2014

On April 17, 2014 Fortress Wealth Advisors of Omaha, Nebraska announced that it had joined Securities America, a wholly-owned subsidiary of Ladenburg Thalmann (NYSE:LTS).

On April 17, 2014 Fortress Wealth Advisors of Omaha, Nebraska announced that it had joined Securities America, a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE:LTS). Financial advisors Dana Webb and Curran Webb opened Fortress Wealth in January 2014 and had already transitioned nearly $100 million in clients assets. Fortress Wealth will now conduct its advisory business through Arbor Point Advisors, LLC, a joint venture of Securities America and NorthStar Financial Services Group, LLC. Terms of the transaction were not disclosed.

To read the press release, please click here.


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Investment Manager M&A, Investment Manager Strategic Investments, Transactions