Team move
Midwest Financial Group
Commonwealth Financial → Osaic
What changed
Led the Midwest Financial Group team of five advisors with $450M AUA from Commonwealth to Osaic.
- Reported / discovered
- Sep 3, 2026
- Effective
- Not reported
- New role
- CEO and president
- Previous role
- Not reported
- Market
- Madison, WI
- Reported book
- $450M
- Reported team size
- 5 people
- Named people
- 2
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
Financial Advisor Magazine ↗Sep 3, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled