Announced

Completed

Credent Wealth Management completed the acquisition of Main Street Financial Advisors and First State Investment Advisors.

Synopsis

Credent Wealth Management, a fee-only Registered Investment Advisor, completed the acquisition of Main Street Financial Advisors, a financial advisory firm, and First State Investment Advisors, a Tulsa-based RIA. "Welcoming John, Matt, and their teams reflects the continued interest we're seeing from advisors who want to join a firm built for the long term — a firm that protects independence, invests in its people, and brings our core values to a national scale. These partnerships reflect our commitment to building a firm where client relationships stay strong for generations to come," David Hefty, Credent Wealth Management CEO.

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MergerLinks - Credent Wealth Management completed the acquisition of Main Street Financial Advisors and First State Investment Advisors.