A Kansas-based team of Wells Fargo advisors have left the firm to launch a new registered investment advisory (RIA) firm called NovaR Wealth Advisors in partnership with Dynasty Financial Partners.
Under the partnership, NovaR Wealth Advisors will use Dynasty Financial Partners platform of integrated investment services and technology.
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The four-person team includes financial advisors namely Timothy Rodgers (Principal), Keith Osborne (VP, Financial Advisor), Brian Fry (Client Services Associate), and Billi Wood (Office Manager).
The team had previously managed more than $400m in client assets.
NovaR Wealth will be led by Timothy Rodgers, who will serve as new CEO. Rodgers joined NovaR Wealth from Wells Fargo Advisors, where he served as managing director of investments. He also worked as senior vice president at A.G. Edwards and started his career at Stern Brothers as vice president of investments.
Additionally, NovaR Wealth has chosen Fidelity Investments to provide custody services for their clients as well as PKS to provide brokerage services. It has also selected MarketCounsel as counsel to manage their regulatory compliance program.
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By GlobalDataRodgers said: "Establishing NovaR Wealth as an independent firm allows us to best serve the individuals, professionals, entrepreneurs, business owners and executives who are our clients. With NovaR Wealth as an independent firm through Dynasty, we now have access to a much wider selection of financial resources."
