Former Wells Fargo wealth management team goes independent with Osaic

Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.

[email protected]

Sep 07, 2023

1 year ago

A team of former Wells Fargo wealth managers is joining Osaic, one of the country’s biggest providers of wealth management services.

Birmingham, Michigan-based Investment Consulting Group, with more than $600 million in total client assets, is led by a group that worked at Wells Fargo Advisors Financial Network. They include Managing Partners and co-founders Christopher DeWolfe and Jason Franklin; vice presidents Judd Allen, Mark Ivanovic and Spencer Schmale; and financial adviser Clay Franklin.

Investment Consulting Group offers wealth planning services, strategic investment management and estate planning.

“We chose to go independent with Osaic due to its open architecture and growth-oriented culture," Franklin said. "We are excited about the tools they provide our team to offer clients an elevated service experience. At the same time, their dedicated marketing support, practice management solutions and business-building resources will ease our transition and help us achieve our long-term growth goals.”

Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.