Mark Yatros

Allegiant Wealth Strategies, LLC

Adviser/team AUM: $115,000,000

Gross annual production/TTM: $730,000

Move Details

Firm leaving Ameriprise Financial
Firm joining Commonwealth Financial Network
Adviser(s) location

Portage, MI

Date April 21, 2017

Latest Moves to Commonwealth Financial Network

Adviser(s) Date announced
Adam Spiegelman, Alan SpiegelmanFebruary 21, 2018
Jodi Manthei, Kenneth Koppitz, Nancy HayesJanuary 05, 2018
Mark Miehe, Matt Cuplin, Brandon Masbruch and Tony PochowskiDecember 01, 2017

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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