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After tasting the 'nightmare' of FINRA confines, Roger Hewins buys back his $1.8B RIA from Midwestern CPAs -- with the new freedom worth leaving $3B of AUM behind

The $4.8-billion RIA mega-marriage of Hewins Financial and Wipfli in 2012 took 13 years to complete. The split in 2018 was more like lightning after brokerage regulators bellied up to the bar

Author By Lisa Shidler June 4, 2018 at 4:51 PM
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Roger Hewins: You can’t make a move or breathe marketing-wise because everything can be violating something and it was a nightmare.

Roger Hewins

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Gretchen Halpin



Related Moves

April 23, 2019 at 6:31 PM


Mentioned in this article:

Team Hewins
RIA Seeking to Hire Advisors
Top Executive: Roger Hewins



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