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Financial Advisors



Hub International Acquires Red Rock Financial

Hub International Co., Ltd. announced that it had acquired the assets of Red Rock Financial Co., Ltd.

Founded in 2004, Red Rock Financial provides specialty insurance products and services to financial institutions nationwide.

“The hub gives us the scale, scope and additional resources to be part of a larger, discipline-focused organization. Jeff StupfertRed Rock Financial president said in a statement. Become.”

Red Rock Financial will join Hub Financial Services, the banking and financial institution division of Hub. The acquisition is part of Hub’s growth strategy to expand its presence in the financial sector.

Hightower Makes Strategic Investment in TEN Capital Wealth Advisors

high tower announced a strategic investment in 10 Capital Wealth Advisors.

Ten Capital Wealth Advisors billion dollars company based in Founded in Spokane, Washington Tim Mitrovic The name ‘Ten Capital’ pays tribute to the number on his grandfather’s soccer jersey and honors his achievements.

“We conducted an extensive search to find the right company to support our growth with a strong platform and how important it is to maintain our exceptional customer experience. I also found a company that understands Mitrović statement.

“Ten Capital has a vibrant culture that focuses on ‘wellness’ and is perfectly aligned with putting relationships at the heart of financial decision-making.” Bob Oros, Hightower Chairman and CEO issued a statement. “We are delighted to partner with a company focused on both legacy and forward-thinking growth.”

Summit Financial welcomes debut of Great Lakes Private Wealth

Summit Financial LLC We are expanding our regional footprint with the launch of Great Lakes Private Property.

Newly formed operation headquartered in Farmington Hills, Michigan, led by Founder and Chief Investment Officer Daniel Murphy. Prior to that, he worked at Wells Fargo for over 10 years and UBS for over 30 years.

“Summit Financial will enable an even higher level of client service to help our clients navigate today’s ever-changing economic environment and, in turn, their financial lives,” Murphy said in a statement.

“Dan, like Summit, has been in business for 41 years, and I don’t think it’s a coincidence that our paths crossed.” Stan Gregor, CEO of Summit Financial, said in a statement: “Such longevity stems from a strong culture of customer service and relationship-based financial advice, and Dan brings the highest level of experience and integrity to his work.”

Wealth Enhancement Group Adds Heacock & Jones

Wealth Enhancement Group LLC announced the acquisition of Heacock & Jones Financial Services Inc.

“After 23 years as a privately held, independent company, we are thrilled to partner with Wealth Enhancement Group. Paul Heacocksaid the president of Heacock & Jones Financial Services in a statement. “Our company was built for and around our clients, and our commitment to them will never change.”

Founded in 2000, Heacock & Jones specializes in providing investment management, tax planning, retirement planning, real estate planning and more. Independent Registered Investment Advisors Dubuque, Iowaand oversee more $355 million on client property.

“By partnering with the firm, the Heacock & Jones Financial Services team will have access to additional resources and tools for a more advanced financial approach built around our clients’ unique objectives. will be possible.” Jeff DeccoCEO of Wealth Enhancement Group, said in a statement.



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