News & Events
On October 19, 2021, Forbes released its 2021 list of America’s Top Financial Security Professionals. 32,000 financial professionals were nominated. Of the 250 who made the list, 19 are Lion Street Owners. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained […]
In September 2021, Lion Street Owners gathered for the annual Lion Street Indaba meeting. More than 30 Lion Street Owners shared noteworthy case studies and their best ideas with fellow Owners in a vibrant program covering a range of topics, leaving attendees energized and motivated for a successful year ahead. The formal agenda can be […]
Austin Business Journal released its annual list of top privately held companies in Austin based on revenue. Lion Street ranks as the 24th largest based on 2020 revenue. See Austin Business Journal’s full list here: www.bizjournals.com/austin/subscriber-only/2021/08/27/the-list-austin-based-private-companies.html
In July 2021, the top advisors to high-net-worth families and businesses gathered in Las Vegas for Lion Street’s Trusted Advisors Conference. Attendees can access the conference presentations by clicking each topic on the formal agenda, located here. (Document password sent to attendees via email on July 15, 2021.) During the Trusted Advisors Conference, Lion Street […]
Lion Street, Inc. today announced that its Board of Directors approved a cash dividend, amounting to $0.44 per share for shareholders of record as of May 3, 2021. The cash dividend comes on the heels of Lion Street’s May 2019 company recapitalization event, which returned all investor capital and preferred dividends to stockholders across Lion […]
Pensionmark Financial Group and Lion Street, Inc have entered a partnership focused on providing life insurance services and solutions to the clients of Pensionmark advisors. Pensionmark Financial Group and Lion Street, Inc have entered a partnership focused on providing life insurance services and solutions to the clients of Pensionmark advisors. Pensionmark is an industry leading […]
In early 2021, several prominent industry publications have recognized Lion Street leaders as market authorities on a wide range of topics. Insurance News Net: How Split-Dollar Life Insurance Rescues Nonprofits featuring Justin Gladieux, SVP Corporate Markets, and other Lion Street leaders Life Annuity Specialist: After Dodging Bullets, Insurers Lift Age Restrictions on Applicants featuring Tiffany […]
Lion Street Financial has been named 2020 Broker-Dealer of the Year in Division I by Investment Advisor magazine. This is the third time in five years Lion Street Financial has received the award. Download the full press release.
Lion Street Acquires Mercury Financial Group, Expanding its Distribution Capabilities in the Institutional Space
Lion Street, Inc. has acquired Mercury Financial Group, an advanced planning and insurance advisory company headquartered in Dallas, Texas. The purchase will help Lion Street continue to realize its vision to be the top distributor of Life Insurance to high-net-worth and business clients. Download the full press release.
Lion Street is pleased to announce two of its Top 10 Firms, Passerelle Partners and Midnight Financial Group, are joining forces. Led by Fernando Pou and Christopher Daniels, the merger unifies the team under the Passerelle Partners brand. Download the full press release.
Lion Street continues to be a leader in offering market insights for their Firms and other advisors who provide planning advice to high-net-worth and business clients. This was showcased by a large turnout for their virtual roundtable on June 2 — hundreds of advisors across the country attended from leading financial, accounting and legal firms […]
Lion Street announced today that it has completed a recapitalization of the company. This transaction returned equity to firms and producers, as well as to the private equity firm. This process validates the core belief that the company’s advisors should be first in line for the value created. Download the full press release.
Csenge Advisory Group (CAG), a wealth management firm, has joined Lion Street and its broker dealer, Lion Street Financial. For the past 20 years, CAG had affiliated with FSC Securities Corporation. CAG founder and Managing Partner John Csenge served on the advisory board for FSC, and CAG was their top producer in 2017.