Press Releases

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 …

Financial Resources Group Celebrates Steve Lank’s First Anniversary as President Read More »

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 …

Adam Rean Bohlen Joins Financial Resources Group as Director of Business Consulting Read More »

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 …

Kristen Vitale Joins Financial Resources Group as Director of Business Consulting Read More »

Fort Mill, SC. – October 27, 2021 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with Valley Wealth Group of Roanoke, VA. Valley Wealth Group will be registered under the nation’s largest independent broker-dealer*, LPL Financial, and brings over $350 million in assets under management. “We are excited to work …

Financial Resources Group Investment Services Announces Partnership with Valley Wealth Group Read More »

Fort Mill, SC. – April 7, 2021 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Stephen Lank has been appointed as the company’s next President effective May 3, 2021. Bruce Miller, founder and current President, will become CEO. Lank’s securities career spans over 25 years. Most recently, he was Chief …

FRGIS Announces New President Read More »

Fort Mill, SC. – January 26, 2021 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with The First National Bank of Long Island (First National Bank LI). First National Bank of LI will transition its retail investment and investment management division platforms to LPL Financial, the nation’s largest independent broker-dealer1 …

FRGIS Welcomes First National Bank Of Long Island Read More »

Fort Mill, SC. – August 26, 2020 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with GreenState Credit Union, Iowa’s largest financial cooperative. GreenState will be registered under the nation’s largest independent broker-dealer*, LPL Financial and brings over $7 billion in assets serving more than 230,000 members. GreenState is proud …

FRGIS Announces Partnership With GreenState Credit Union Read More »

Fort Mill, SC. – August 26, 2020 – Financial Resources Group Investment Services, LLC (Financial Resources Group) is celebrating its 10th anniversary this month as a company dedicated to helping financial advisors and financial institutions grow their businesses. Over the past decade, the company has grown to support over 87 financial institutions and over 1,000 …

FRGIS Celebrates 10th Anniversary Read More »

Fort Mill, SC. – April 23, 2020 – Financial Resources Group Investment Services, LLC (Financial Resources Group) and Gladstone Wealth Group are entering a groundbreaking and strategic merger, launching Gladstone Financial Resources Group on May 15. This merger creates the largest enterprise by revenue and assets on the LPL Financial corporate Registered Investment Advisor (RIA). …

FRGIS Enters Groundbreaking Merger With Gladstone Wealth Group Read More »