INSIGHTS

NEWS, ARTICLES AND FINANCIAL UPDATES

Financial Advocates Welcomes Michael Wren, Long Time KMS Financial Services Advisor

by | Aug 24, 2020 | Press Release

Financial Advocates Continues to Attract Pacific Northwest Advisors

OLYMPIA, WA., August 24, 2020 – Financial Advocates, a leading provider of superior, concierge-level services to independent advisors in the Pacific Northwest, announced that Michael Wren of Wren Investment Management is the latest advisor to join Financial Advocates and LPL as a Registered Representative.

Based in Spokane Valley, Washington, Wren is a financial professional that offers financial planning, risk management, retirement planning and investment services for pre-retirees and high-net-worth individuals. Wren has been providing investment management services for over 20 years.

“After considering many other enterprises, I decided to stay with a firm close to me in the Pacific Northwest,” said Wren. “Financial Advocates and LPL Financial are the perfect fit. They provide custom solutions for my ‘outside of the box’ approach to managing money.”

Financial Advocates’ expert Client Care and Portfolio Management teams are actively working with the Wren Investment Management staff to provide a seamless transition for their clients’ assets.

“We welcome Mike and his team to the Financial Advocates family,” said Angela Vlach, President and CEO of Financial Advocates. “We’re proud to be his partner and look forward to supporting his independent practice for years to come.”

 

About Financial Advocates

Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or pure RIA model to achieve greater independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. Financial Advocates and Financial Advocates Investment Management provide services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.

Financial Advocates, Financial Advocates Investment Management, and its affiliates have 28 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates, Wren Investment Management and LPL are separate entities.

Share This