A team including seven financial planners and managing $400 million at Northwestern Mutual has formed Unique Wealth in St. Petersburg, Florida.
The registered investment advisory will use Pershing as its custodian and has affiliated with Dynasty Financial Partners.
The firm is led by Curtis H. Parry Jr., and its professionals include John Mosher, Tim Bartlett, Jessica Holbin and Jeff Sievers.
[More: Northwestern Mutual CEO explains decision to close LearnVest ]
The post Northwestern Mutual team managing $400 million goes indie appeared first on InvestmentNews.
As our second lead editor, Cindy Hamilton covers health, fitness and other wellness topics. She is also instrumental in making sure the content on the site is clear and accurate for our readers. Cindy received a BA and an MA from NYU.