Ex-Northwestern Mutual Advisers With $300 Million in Assets Join Commonwealth
Commonwealth Financial Network announced that Sentinel Advisory Group of Middleton, Wis., has joined its network of independent financial advisers. Formerly with Northwestern Mutual, the long-tenured team reported serving more than $300 million in client assets. Advisers include cofounders Brent Cashore, RICP, Peter Shulla, RICP, and Nathan Keeling, CFP, ChFC, RICP, and six additional staff.
“We have high expectations of a firm partner, and we had an extensive list of priorities to ensure we wouldn’t settle. Of all seven of the potential partner firms we explored, only Commonwealth checked every box,” said Shulla. “We needed unified technology systems that could both ease how we do business now and enable us to extend our range of services over time while leveling up our client experience.”
Cashore explained that Commonwealth is adaptive and has a track record of working with teams like Sentinel who want more control.
“Onsite training support during our transition and the ability to choose our planning software enabled a smooth transition process where we felt heard and supported. Now, we can evolve faster with the breadth of tools available to us. We can also develop our next generation of advisors and pursue an aggressive growth path for our practice,” said Cashore.
Earlier this summer, Commonwealth added Kin Wealth of San Antonio, Texas, and its $250 million in client assets to its network of independent financial advisers. And in fall 2023, a former Lincoln Investments firm based in San Diego – Mammini Company – joined with $3 billion in client assets.
“The team at Sentinel Advisory Group recognized a natural fit between their core values and the Commonwealth culture, and we’re honored that when they were ready to make a change, they trusted us with their business,” said Becca Hajjar, managing principal and chief business development officer at Commonwealth. “By leveraging Commonwealth’s platform and our flexible model, this entrepreneurial team can start building for the future and can prioritize focusing on their clients’ goals while operating at their highest capacity.”
Commonwealth Financial Network provides financial advisers with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Privately held since 1979, the firm has headquarters in Waltham, Mass., and San Diego and oversees more than $296 billion in assets nationwide.
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