Woodbury Financial Services announced that the Wisconsin-based Office of Supervisory Jurisdiction (OSJ), Tenacity Advisory Group (TAG), has been selected to affiliate with Woodbury. This deal marks a total of 140 advisers who have joined Woodbury and more than 440 who have joined Advisor Group.
Founded in 2010 in Green Bay, Wis., TAG started with nine financial advisers and $250 million in client assets. Since then, the firm has experienced impressive growth and is now at $2 billion in client assets, boasting 52 advisers in 30 offices across Wisconsin, Michigan, Ohio and Nebraska. The group specializes in all aspects of financial planning, including retirement planning, company sponsored plans, life and health insurance needs, disability, business consulting, and tax planning.
Supported by Advisor Group, one of the nation’s largest networks of advisory firms, Woodbury Financial Services provides independent advisers a flexible, open-architecture system that offers them full access to state-of-the-art technology, marketing and management systems — all of which can be fully adopted or integrated into an adviser’s existing platform for an easy transition. Through Woodbury, advisers also have access to dedicated field support and extensive investment solutions.
