April 17, 2014 | Press Releases
Securities America Adds Team with $100 Million in Client Assets
LA VISTA, Neb. – April 17, 2014 – Fortress Wealth Advisors of Omaha, Neb., has joined Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Financial advisors Dana Webb and Curren Webb opened Fortress Wealth Advisors in mid-January and have already transitioned nearly $100 million in client assets. They were previously with Manarin Investment Counsel, Ltd. of Omaha.
“We are very excited about the successful launch of our first quarter as Fortress Wealth Advisors,” said Curren Webb. “With this solid foundation for our business, and our relationship with Securities America, we look forward to accelerated growth in the months and years to come. We have a sophisticated and growing clientele and wanted a firm that could offer next level resources, support and oversight.”
Fortress Wealth Advisors will conduct advisory business through Arbor Point Advisors, LLC, a joint venture of Securities America and NorthStar Financial Services Group, LLC. Arbor Point’s fully integrated platform enables hybrid advisory firms to serve fee-based clients directly with major custodians such as TD Ameritrade, Schwab and Fidelity Institutional, while retaining the ability to seamlessly service their commission-based accounts through Securities America.
Dana Webb has been a fixture in the Omaha investment community for the past 25 years, hosting a weekly radio show focused on educating investors. He also taught a local wealth building seminar for more than 20 years with the same focus on education.
“Advisors like Dana and Curren Webb reflect the mission behind our approach,” said Curtis Reed, president of Arbor Point Advisors. “We look forward to working with them to achieve their goals, and most importantly, the goals and objectives of their clients. Because we offer the back office support for productivity and managing the regulatory compliance burdens facing today’s advisors, Fortress’ primary focus can remain on serving their clients’ best interests.”
About Securities America
Securities America is one of the nation’s largest independent broker-dealers with more than 1,700 independent advisors responsible for more than $50 billion in client assets.
About Arbor Point Advisors
Arbor Point is an SEC registered investment advisory firm headquartered in La Vista, Neb. Arbor Point’s mission is to provide an all-inclusive advisory platform with world-class technology, compliance and business growth support, giving advisors the resources and support necessary to lead a client-centric practice.
Advisory services offered through Arbor Point Advisors, LLC, an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. Securities America, Inc. and Arbor Point Advisors, LLC, are affiliated entities and are not affiliated with Fortress Wealth Advisors.