Lion Street Returns Equity to Advisors

Jamie Tanner Press Releases

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.

Read More

Lion Street Lands $1.3 Billion RIA with CSENGE

Jamie Tanner Press Releases

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.

Read More

Lion Street Announces New Partnership Carriers for Corporate and Business Solutions

Jamie Tanner Press Releases

Lion Street Corporate and Business Solutions continues to grow under the leadership and direction of Adam Sandahl as Senior Vice President. Lion Street has four new formalized partnerships with carriers. Lion Street Corporate is expanding its relationship with Lincoln Financial Group, while starting new relationships with Global Atlantic Financial Group, the Great-West Life Assurance Company and Nationwide Mutual Insurance Company.

Read More

Lion Street Releases 2017 Annual Report at Institute Meeting

Scott Weber Press Releases

Lion Street released its 2017 Annual Report during the annual Institute meeting. The report described the company’s best year since inception in 2010. At the close of 2017, the company had added 30 Firms for a total of 160 Owner Firms in 35 states. The accomplishments highlighted in the 2017 Annual Report were measured on three key financial metrics: premium, …

Read More