People Moves

Indiana Wealth Team Joins Advisor Group

Editorial Staff, June 2, 2021

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Throughout its entire business, the network at Advisor Group covers more than $475 billion in client money.

US-based Advisor Group has recruited Compass Wealth Solutions, an Indiana-based wealth management practice with $221 million in total client assets, to join its network. 

The team at Compass joins Advisor Group through its network member firm Woodbury Financial Services. Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, SagePoint Financial and Triad Advisors.

Led by CEO Annette Alexander, a 21-year veteran of the industry, Compass Wealth Solutions also includes wealth advisor Tamra Kaufman, registered portfolio design director Brandon Mock, executive service director Paula Sibery, and client service associate Dylan Franks. 

The Portland, Indiana-based practice offers a range of services, including estate and retirement planning, education planning, insurance planning, and tax planning.

Advisor Group serves about 10,100 financial professionals and oversees more than $475 billion in client assets.

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