Move allows firms to maintain independence while creating scale
BOSTON, Sept. 9, 2016 /PRNewswire/ — Signator Investors, Inc., John Hancock’s dual registered broker dealer/investment advisor, announced that ten of its independent firms in Colorado, Indiana, Iowa, Minnesota and Nebraska have joined together to form a regional financial services organization called Collective Financial Group (CFG).
Through the deal, the firms will centralize new business processing, training and compliance supervision and provide advisors more opportunity to collaborate, share best practices and ultimately better serve clients.
“Though the creation of CFG, our firms and advisors will have the scale necessary for access to more resources, knowledge, experience and talent while at the same time each firm will be able to continue operating with its own identity,” said Tim Strellner, owner, Strellner Agency Group and newly appointed principal, Collective Financial Group. “This will help each firm in CFG bring more value to our clients. Collectively, we are better together”
In addition to Strellner’s firm, located in Cedar Rapids, IA, members of CFG include:
- Advanced Financial Consultants (Rochester, MN)
- Financial Decisions Group (Waterloo, IA)
- Carlson Financial Group (North Platte, NE)
- Larry Dawson & Associates (Webster City, IA)
- Financial Decisions Group LLC (Des Moines, IA)
- Mark Thompson & Associates (Davenport, IA)
- Core Financial (Fort Collins, CO)
- Horizon Financial Resources (Guthrie Center, IA) and
- Indy Performance Group (Pendleton, IN).
Collectively, they will be a group of approximately 200 financial professionals.
The best parts of being independent
“We are pleased to bring these firms together so that they and their clients can enjoy the best parts of being independent while benefiting from shared resources and best practices,” said Brian Heapps, president John Hancock Financial Network. “Signator supports a move like this because we think it will result in more services for clients and more opportunities for advisors.”
CFG and Signator’s model allows advisors to build independent practices with equity ownership while aligning with a regional firm that provides support to help them grow and protect their businesses.
About Collective Financial Group
Collective Financial Group is a regional financial services organization made up of ten independent financial services firms based primarily in Colorado, Indiana, Iowa, Minnesota and Nebraska and serving clients across the country. CFG believes sharing administrative, compliance and practice management resources enhances each firm’s ability to provide high quality insurance and financial solutions through a meaningful customer experience.
About Signator Investors, Inc.
Signator Investors, Inc. is a dual-registered broker dealer/investment adviser with a national network of independent firms and more than 2,000 financial professionals across the U.S. A leader in the financial services industry having the stability and scale to offer an innovative business model, Signator gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on Signator Investors, Inc. and its national network of independent firms, visit http://www.signatorinvestors.com/