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Articles tagged "Wipfli Financial Advisors"

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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.

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

June 4, 2018 at 4:51 PM

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Articles tagged "Wipfli Financial Advisors"

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June 4, 2018 at 4:51 PM

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Articles tagged "Wipfli Financial Advisors"

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June 4, 2018 at 4:51 PM

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