Osaic, a provider of wealth management strategies, has announced that IronGate Services, a Cedar Rapids, Iowa-based advisory firm overseeing approximately $367 million in client assets, has joined Osaic from Ameriprise Financial Services through Carlson Advisor Networks, an Osaic office of supervisory jurisdiction.
Led by financial adviser Chad Sarsfield, IronGate also includes Coy Sarsfield, Brennan Dorighi and Jeff Netolicky. The firm primarily serves business owners and is focused on delivering a high-quality client experience while building a platform for continued growth. Chad and his son, Coy, also bring a multigenerational dimension to the business as they work together to serve clients and position the firm for the future.
IronGate selected Osaic for the independence, flexibility and support available through its platform, including business coaching and consulting, technology, investment products and expanded operational resources. Through its affiliation with
