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FUNDRAISING NEWS | March 07, 2024

Osaic Adds $360M Minnesota FA Team

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Osaic has acquired Cornerstone Advisors, an advisory practice with approximately $360 million in client assets. The team was previously managed under Cetera Financial Group. The practice is based in Baxter, Minnesota, with additional branches in Perham, Minnesota, and Bismarck, North Dakota. 

Cornerstone is led by James Benson, who specializes in providing financial planning and portfolio management services primarily to pre-retirees and mass-affluent retirees. Benson has been a part of the financial industry since 1996. He was associated with Cetera from 2016 until his departure in February. Benson also holds a CRPC designation. 

The partnership with Osaic is expected to provide Cornerstone Advisors with enhanced flexibility and resources, which will improve and facilitate their business growth. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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