People Moves
Wells Fargo Breakaway Team Launches Wealth Advisory Firm Through Dynasty
Four former Wells Fargo advisors in Kansas City have launched NovaR Wealth Advisors via Dynasty Financial Partners, which provides integrated investment services and technology.
Four former Wells Fargo advisors in Kansas City have launched NovaR Wealth Advisors via Dynasty Financial Partners, which provides integrated investment services and technology.
Timothy Rodgers, principal; Keith Osborne, vice president and financial advisor; Brian Fry, client services associate; and Billi Wood, office manager, collectively advise on over $400 million in client assets.
“We are deeply committed to the Kansas City market,” said Rodgers.
NovaR Wealth selected Fidelity Investments to provide custody services; PKS to provide brokerage services; and MarketCounsel as counsel for the initial launch and to manage its regulatory compliance program.
Click here for a recent feature looking at Dynasty's business model.
