FUNDRAISING NEWS | December 03, 2024
Tags: Personnel, Financial Advisor Move
Kestra Private Wealth Services announced that Northwest Ohio financial advisory Arc Private Wealth has joined the Kestra Financial subsidiary’s platform, adding $427M of client assets under management.
Arc PW operates out of three Ohio locations in Oregon, Waterville, and Upper Sandusky, and is led by a group of four founders: Dave Riggendach, Adam Lublin, Amy Fredritz, and Dylan Clement. The group brings more than 40 years of collective experience in wealth management and will be joined in the move by a support staff of five.
Written By: Dakota
July 29, 2024
April 02, 2024
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