Kansas City duo managing $285 million changes channels at Wells Fargo
After 20 years as employees, Sarver Vrooman Wealth Advisors moves to FiNet.
A Wells Fargo team managing $285 million in Kansas City, Mo., has switched from the firm’s employee channel to its independent Wells Fargo Advisors Financial Network, or FiNet, channel.
[More: See more adviser moves in InvestmentNews’ Advisers on the Move database]
The new Sarver Vrooman Wealth Advisors consists of founders Jonathan Sarver and Peter Vrooman, who have worked as a team for more than 20 years, along with two administrative staff members.
The partners said becoming independent while still being affiliated with Wells Fargo “combines the best of worlds,” and was the least disruptive arrangement for their clients.
[Recommended video: Amy Webber on Goldman Sachs United Capital deal and RIA valuations]
Learn more about reprints and licensing for this article.
