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Kisker & Associates, Robert Leshner & Associates to combine.


2 October 2014 - US private wealth advisory practice Kisker & Associates said it had agreed to merge with domestic investment advisory firm Robert Leshner & Associates to create Kisker, Leshner & Associates, a private wealth advisory practice of Ameriprise Financial Services Inc (NYSE:AMP).

The move will establish a financial planning and advisory practice serving business owners, executives, professionals and high net-worth families, principal and private wealth advisor Douglas Kisker noted in a comment.

Following the deal, Robert Leshner will assume the position of business development director and managing director of the combined practice. The enlarged entity will be based in Kisker's existing offices in Crestview Hills, Kentucky, according to the statement. No financial details were disclosed.

Country: USA

Sector: Business and Consumer Services

Type: Merger

Status: Agreed

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Publication:M & A Navigator
Date:Oct 2, 2014
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