Advisor Group announced that an advisor team has joined its platform from RBC Wealth Management, where the team had $250 million in client assets.
The team operates as Delich Wealth Management and joins Financial Dimensions Group, which is affiliated with Advisor Group’s Royal Alliance Associates and has more than 60 financial professionals and more than $4.2 billion in client assets, according to Advisor Group.
Delich Wealth Management is based in New Brighton, Minnesota, and includes advisors Tom Delich and Ben Freeby as well as Registered Client Associate Mary Farnham, according to Advisor Group.
The team selected Financial Dimensions Group and Advisor Group because of their investment capabilities and support, according to Delich.
“Their multitude of investment strategies broadens our current capabilities, while their advanced trading tools and state-of-the-art technology will allow us to best address our clients’ needs. With Advisor Group, we will have the independence and flexibility we want to run our firm as we see fit, and the resources and support we need to continue our success into the future,” he said in the press release announcing the move.
Delich has been in the industry since 1998, when he registered with TCF Securities, and has also been registered with RBC, according to his BrokerCheck record.
Freeby has been in the industry since 2017, when he registered with RBC, according to his BrokerCheck record.
(This news/press release has not been altered by investment.net, apart from the headline, and has been obtained from a syndicated source:-https://www.financialadvisoriq.com/c/4058384/523584/advisor_group_draws_team_from)