A long-time Securities America advisory with nearly $465 million in assets under management has joined Commonwealth Financial Network.
Trusted Wealth Partners, based in Omaha, Neb., includes partners Clint J. Eikmeier, CPA; Jim Lammers, CFP, CLU, ChFC, BFA; Mark Slattery, CFS; Matt Peters, CFP; Nathan Brobst, CFP, CExP; and a seven-person support staff.
The full-service, fee-based firm uses a team approach that exposes its clients to both its senior and next-gen advisors. It offers investment management, financial planning, retirement and estate planning, and insurance services to address all aspects of a client’s financial life.
Trusted Wealth Partners said it was drawn to Commonwealth’s commitment to providing specific support — including advanced planning and investment management and research — to help reach its growth goals.
More than 2,100 independent financial advisors overseeing more than $242.9 billion in assets as of December 31 are affiliated with Commonwealth, based in Waltham, Mass.
