Transitioning to Kurth, Franck & Bowles Wealth Group

In the past, our independent practice was affiliated with Waddell & Reed, Inc. (WRI). Due to a recent acquisition, we are excited to announce that we will be transitioning to LPL Holdings. 

The transition from Waddell & Reed to LPL will take place at the end of July. This transition is expected to be seamless and will not require any action for all clients who wish to continue working with us. 

LPL supports us as advisors by allowing us to market and brand our own business to our clients. We will be utilizing Kurth, Franck, & Bowles (KFB) Wealth Group as our new brand.

You can expect to see KFB Wealth Group on our signage, correspondence, and marketing materials going forward. This new branding will not change anything about the relationship you have with us, it will only be a new name that you see. We are excited to solidify and build our new brand with the same level of service and expertise you have come to expect.

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