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Wealth Enhancement Group marks 11th deal of 2021

OSJ

The addition of Carroll Financial Associates adds $4.7 billion and an expansion into the Carolinas for the $45.5 billion RIA.

Wealth Enhancement Group is establishing a footprint in the Carolinas with the acquisition of Carroll Financial Associates, a $4.7 billion registered investment adviser based in Charlotte, North Carolina.

This marks the 11th deal this year for Minneapolis-based Wealth Enhancement Group, which wil

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