What changed

Led the Midwest Financial Group team of five advisors with $450M AUA from Commonwealth to Osaic.

Reported / discovered

Sep 3, 2026

Effective

Not reported

New role

CEO and president

Previous role

Not reported

Market

Madison, WI

Reported book

$450M

Reported team size

5 people

Named people

2

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.