Boutique Independent Broker-Dealer, Prospera Financial Services, Welcomes Cordatus Wealth Management, LLC to the Firm; Adds 1.2 Billion in AUM
DALLAS, Aug. 9, 2016 /PRNewswire/ — Prospera Financial Services is proud to announce the addition of Walter Meranze, Ken Dysart, Sean Gogola and Jay Bass of Cordatus Wealth Management, LLC. The team is based out of Newtown, Pennsylvaniaand brings nearly 100 years of combined experience and 1.2 Billion in AUM. Prospera, a privately held company, is a Texas based financial firm founded in 1982, as a full-service, boutique broker-dealer and support organization for successful independent financial professionals across the country.
Offering in-house money management, Cordatus Wealth Management, LLC prides itself on providing holistic counsel paired with transparency and an open office. Additionally, clients have access to a spectrum of financial solutions, including third-party funds, individual stocks and bonds and alternative investments.
“Our goal has always been to be our clients’ advocate, financial coach, and trusted advisor. Being independent gives us the best opportunity to deliver on those goals.” – Ken Dysart
Walter Meranze, Founder and President, began his career as a financial advisor in 1967, working for several large firms. He is a perennial Chairman’s level qualifier and has appeared frequently on numerous top performer surveys, including Barron’s1 national Top 100/Pennsylvania Top 1000 Broker lists.
Ken Dysart, CIMA®, Head Investment Strategist, has worked alongside Walter through predecessor organizations since 1994. With a background in portfolio management and asset allocation, Ken manages the team’s multiple portfolios. He has been specialty trained in the fields of Rule 144 transactions, 401k plan management, and Rule 10b-18 corporate reacquisitions and 10b5-1 plans.
“As an independent firm, we were looking to partner with an organization that meets both our business objectives and clients’ expectations. That’s why we chose Prospera, a five-time winner of Investment Advisor’s Broker-Dealer of the Year Award, to offer our clients access to all of the products and services of the largest broker-dealers, while assuring our clients the service-driven culture of a boutique firm.” – Ken Dysart
Sean Gogola, CFP®, Portfolio and Planning Strategist, is a broker and investment advisor. He assists clients in all aspects of financial planning, including retirement and education planning, mutual fund research, 529 plans, 10b5-1 plans, annuities, portfolio reviews, portfolio construction and life insurance.
Jay Bass, Director of Operations, manages the firm’s day-to-day operations and also serves as Compliance Officer, capitalizing on his rigorous attention to detail to ensure smooth operations on an ongoing basis. Prior to joining Cordatus Wealth Management, LLC, Jay spent six years at its predecessor firm and five years in various operational roles at Wells Fargo Advisors, where he also served as Chairman of the Client Associate Advisory Council and an Ambassador Program member. He has received numerous accolades including Service Distinction Awards and was named a Distinguished Service Professional.
“We are very excited about the opportunity to partner with Cordatus Wealth Management, LLC. Providing the Prospera Gold Standard service and support that this high caliber team values, aligns well with the Cordatus culture, making this a really good fit for both of us. We couldn’t be happier to welcome them to the Prospera family.” – Tim Edwards, Principal and Executive Vice President, Prospera
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, member FINRA/SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker-dealers. Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014 and 2015. The firm supports Independent Financial Advisors nationwide. For more information about Prospera visit http://www.joinprospera.com/