715M

Merit Financial Acquires $715M Wisconsin Firm

Real Estate Buying & Selling /
Merit Financial Acquires $715M Wisconsin Firm

Merit Financial’s latest addition is a Wisconsin-based firm managing $715 million in assets.  The deal to buy Mennenga Tax & Financial comes on the heels of Constellation Wealth Capital’s minority stake in the Georgia-based firm announced this summer.  It is Merit’s 51st acquisition, with Merit Managing Principal Zach Mersberger saying the agreement reflects the firm’s “continued […]

Merit Financial Acquires $715M Wisconsin Firm Read More »

LPL Financial Attracts $715M Team from Cetera

Real Estate Buying & Selling /
LPL Financial Attracts $715M Team from Cetera

A Cincinnati-based team managing about $715 million in client assets is joining LPL Financial from Cetera. Concentric Wealth Management is led by Patrick Burke and Matt Tarka, and was affiliated with Avantax (which Cetera acquired in 2023). The firm was founded as an accounting firm over 40 years ago, and added wealth management services 15 years

LPL Financial Attracts $715M Team from Cetera Read More »