Raymond James (RJF) said Monday that a UBS (UBS) team with $200 million in assets had recently joined its independent channel. The team includes three advisors–Dave Kohlhaas, Brad Christiansen and Kristin Rognerud–and two associates in Duluth, Minn.
“I’m pleased to welcome this successful team to Raymond James,” said Bill Van Law, head of business development for Raymond James Financial Services, which has about 3,200 affiliated independent advisors, in a press release. “They have a proven track record of success, and they are a great fit for our firm. Their valuable knowledge and experience make them a strong addition to Raymond James. And most important, they share our dedication to putting the needs of clients first.”
The three advisors worked for Piper Jaffray, which was acquired by UBS in 2006.