MarksNelson Acquires Wealth Management Firm

MarksNelson Acquires Wealth Management Firm

IPA 200 firm MarksNelson LLC of Kansas City, Mo., is acquiring wealth management firm Integrity Advisory of Overland Park, Kan.

Founded in 2005, Integrity Advisory serves clients throughout the nation, using advanced technology to build high-end portfolios. The new firm will operate as MN Wealth Advisors, a subsidiary of MarksNelson, and will be located in Overland Park with Integrity Advisory’s team members remaining in place.

“MarksNelson is deeply impressed with Integrity Advisory’s team and the experience this group delivers to clients,” says MP Josh Beck. “We believe we have found champions that can lead our wealth advisory area with a level of technology, capacity and expertise that larger clients need.”

 

Categories