Press Releases

Fort Mill, SC. – October 26, 2023 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with Wealth E&P of Alpharetta, GA.  Wealth E&P is registered under the nation’s largest independent broker-dealer1, LPL Financial, and brings over $300 million in advisory, brokerage and retirement plan assets2. They join from Triad Advisors, […]

Fort Mill, SC. – October 18, 2022 – Financial Resources Group Investment Services is pleased to announce the opportunity to sponsor “Rock the Street, Wall Street” (RTSWS) at Fort Mill High School. Designed to spark the interest of high school girls into financial literacy and careers in finance, RTSWS was founded 11 years ago and

FORT MILL, S.C. – September 6, 2023 – Financial Resources Group Investment Services, LLC (“Financial Resources Group”) announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial

Fort Mill, SC. – May 24, 2023 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with Jacobian Wealth Advisory led by Founder and President John F. Weber, CFA®, CFP®.  Weber is registered under the nation’s largest independent broker-dealer1, LPL Financial, and reported having served over $100 million in advisory, brokerage

Financial Resources Group is pleased to sponsor Kehrer Group’s 2023 Annual Industry Checkup. Please view Kehrer Group’s press release below. Bank-based Investment Services Practices Overcame Challenges To Post Modest Gains Last Year Kehrer Group’s Annual Industry Checkup Released May 5, 2023, Chapel Hill, NC– Following a record-breaking year in 2021, investment services revenue growth in

Fort Mill, SC. – May 9, 2023 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Matthew Ruppe has become the firm’s next Director of Business Consulting. Ruppe is the 13th member of the company’s business consulting team dedicated to helping independent and institution-based financial advisors grow their books of business.

Fort Mill, SC. – April 5, 2023 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that it has completed its partnership with Professional Investors Network. Professional Investors Network brings to the firm over $2 billion in assets under management with over 50 registered representatives. Professional Investors Network became part of Financial

Fort Mill, SC. – May 5, 2022 – Financial Resources Group Investment Services, LLC (Financial Resources Group) is celebrating today the one-year anniversary of Steve Lank serving as the company’s president. Over the past year under Lank’s leadership, the company has grown to having over $37 billion in assets and more than $200 million in

Fort Mill, SC. – April 13, 2022 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Adam Rean Bohlen has been named the firm’s next Director of Business Consulting. Bohlen will join company’s business consulting team of 10 who are dedicated to helping advisors grow their books of business. Bohlen will

Fort Mill, SC. – October 31, 2021 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Kristen Vitale has become the firm’s next Director of Business Consulting. Vitale is the eighth member of the company’s business consulting team dedicated to helping advisors grow their books of business. Vitale will be supporting