National Planning Holdings (NPH) has added Minnesota-based financial advisory practice Integrated Inc. Wealth Advisors (Integrated) to the broker-dealer and fee-based advisory platforms of National Planning Corporation (NPC), one of its member firm.
Established in 1992 by founder and president Jeffrey Berg, Integrated offers financial planning and wealth management services for mass affluent and HNW retail clients across the US.
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The practice offers various services, including personal financial planning, investment advisory, retirement planning, estate planning, tax deferral planning and a range of insurance solutions.
As of August 2016, the firm has nearly $256m of commission- and fee-based advisory client assets. It has 11 employees, including six financial advisors and five support professionals.
The development will see Integrated aligning with the office of supervisory jurisdiction (OSJ) of Douglas Ritter, an NPC-affiliated entity, for additional back and middle office support services.
The support service will include compliance supervision, business coaching for advisors and administrative services.
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By GlobalDataNPH president and CEO Scott Romine said: “We are proud that NPH can offer the personalized attention and practice management assistance that can help their company succeed and grow, while providing the critical tools and resources that can help their clients achieve their long-term financial goals.”
Integrated executive vice president Tom Berg said: “The enhanced level of service, the hands-on, engaged expertise and superior processes we have found in every department, from transition assistance to compliance, and their exceptional practice management and technological resources, such as the Advisor Dashboard, have reinforced our conviction that making the switch to NPC was an outstanding choice.
“We are also encouraged that being part of NPH will facilitate our aspirations to add new advisors and grow our firm, and we appreciate the financial strength which underpins their entire organization. In addition, we have been greatly assisted by the Douglas Ritter OSJ and look forward to their continued support.”
