Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services, announced that two large independent financial services firms and a Super OSJ have joined its platform.
The three groups include:
- The Gandet Group, a Super OSJ with total client assets of more than $220 million and 10 affiliated independent advisers located in the northeastern U.S. The group is led by Michael Gandet, is based in Manahawkin, N.J., and focuses on retirement and retirement income distribution.
- Vizionary Wealth Management specializes in serving professionals in the biotechnology, pharmaceuticals, medical devices and life sciences fields. Wayne Wagner Jr. serves as its president. The Wilmington, Del.–based firm has client assets of $177 million and a team of three that includes two support professionals and will be part of WealthPLAN Partners, a Super OSJ based out of Omaha, Neb.
- OPOC.us serves corporate- and association-sponsored retirement plans and retirement plan–focused advisers. The firm has approximately $319 million in client assets. Based in Worthington, Ohio, the group is led by Aron Sommer and includes nine employee advisers.
