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Wells Fargo Breakaway Team Launches Wealth Advisory Firm Through Dynasty
Eliane Chavagnon
7 October 2014
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.