Amid bumper crop of smaller M&A deals, IBD practice adds $30M book

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Securities Service Network CEO Wade Wilkinson credits the perseverance of two of his firm’s advisors for their success in purchasing at least 15 practices over the past 10 years.  Many advisors at Securities Service Network have acquired other advisors’ books, but none of them have completed as many deals as Steve Serati and Lee Neumann of Millenia Investments.

Read more about these advisors’ acquisitions in Financial Planning.


About Securities Service Network, LLC (SSN)
Based in Knoxville, Tennessee, Securities Service Network (SSN), LLC is an independent advisory and brokerage (IAB) firm founded in 1983 as one of the nation’s first fee-based firms in the independent retail financial advice space.  SSN serves experienced, tax-savvy financial planners seeking to grow as independent entrepreneurs, while retaining organizational simplicity in their businesses.  In addition to providing a comprehensive range of back and middle office services, SSN also facilitates opportunities for its affiliated advisors to collaborate with other members of its advisor community who have tax advisory credentials and expertise to drive holistic solutions for end clients.

SSN supports over 400 independent financial advisory practices and more than $15 billion in advisory and brokerage client assets, and its affiliated advisors serve mass affluent and high net worth individuals, families and business owners across the country.  SSN is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), and has been honored for multiple consecutive years as a top independent firm, as rated by financial advisors, on, a leading industry media outlet. For more information, please visit

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