wealth team

Cullman/Holt Group

$1.3BBook of businessas reported in coverage

7Advisors

Upper Arlington, OHMarket

3Moves on our record

The lineage

until Sep 28, 2026PRIORUBS Financial Services

Sep 28, 2026PRIORWells Fargo Advisors Financial Network (FiNet)

Sep 30, 2026PRIORAscend Advisory Group (Wells Fargo Advisors Financial Network affiliate)

Sep 30, 2026CURRENTWells Fargo Advisors Financial Network (Ascend Advisory Group)

Sep 30, 2026team liftoutUBS → Wells Fargo Advisors Financial Network (Ascend Advisory Group)

Sep 30, 2026team liftoutUBS → Ascend Advisory Group (Wells Fargo Advisors Financial Network affiliate)

Sep 28, 2026team liftoutUBS Financial Services → Wells Fargo Advisors Financial Network (FiNet)

No published coverage yet.