Veteran Advisors Thomas Hokr, Chris Sherwin Join Signator Investors, Inc.
John HancockBOSTON, March 18, 2015 /PRNewswire/ -- Financial advisors Thomas Hokr, CLU®, ChFC®, AIF®, and Chris Sherwin, CFP®, MBA, today affiliated with independent broker dealer, Signator Investors, Inc., and merged their practices with that of Rollie Martin, AIF®, CLU®, ChFC®, chairman and CEO of Martin Financial Services, Inc. of Minneapolis, MN. The combined practice will offer a complete range of business and personal insurance and investment products and services and represent $285 million* in assets.
An industry veteran, Hokr started his financial services career in 1983 providing estate and business planning services to high net worth individuals and business owners. Sherwin joined the industry in 2001 as an investment manager responsible for investment, estate, and insurance planning services to high net worth individuals and business owners.
Hokr and Sherwin said they were attracted to Signator by its open product architecture, which provides a wide array of solutions for clients, as well as its resources and support for advisors including technology, a comprehensive practice management program and a succession planning process with financing.
"We've spent a number of years at Signator updating our business model, focusing on offerings that attract independent advisors looking to provide the best products and services for their clients as they manage and grow their own businesses," said Brian Heapps, president, John Hancock Financial Network. "Having Tom and Chris join Rollie in Minneapolis shows us that it's working."
"Chris and I wanted to find a broker dealer that demonstrated a high level of understanding and commitment to staying current with everything advisors need to be successful," said Hokr. Sherwin added, "It's exciting to land somewhere with an RIA-friendly environment that will allow us to feel independent while also receiving high quality support." Both also remarked on how the complementary nature of their business with Martin's offered opportunities for expanded offerings.
Hokr and Sherwin will become partners with Martin and the three will manage the combined firm together for a number of years before Hokr and Sherwin succeed Martin. The firm will be looking to grow, taking on additional partners and associates.
"After spending years searching, I'm so pleased to have Tom and Chris on board," said Martin. "Using various components of Signator's succession program on this transition has been helpful, and we're all ready to move forward."
About Signator Investors, Inc.
Founded in 1968, Signator Investors, Inc., powered by John Hancock Financial Network, is an independent broker-dealer and Registered Investment Adviser based in Boston, Mass., that supports a national network of independent firms with more than 1,600 advisors and representatives across the U.S.
Signator partners with financial professionals who have proven experience and share its commitment to putting clients first. The firm's open product platform includes a comprehensive range of investment, advisory and protection products from leading carriers. And its first-class support, wealth of local and national resources and flexible business models help entrepreneurially minded financial professionals ensure that their clients are well taken care of. For more information, please visit www.signatorinvestors.com.
*Assets include annuities, brokerage, advisory, and retirement plan assets as of 12/31/2014
Securities and investment advisory services offered through Signator Investors, Inc., member FINRA/SIPC, a registered investment adviser. 197 Clarendon St., Boston, MA 02116.
SOURCE Signator Investors, Inc.
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