IronGate Joins Osaic from Ameriprise with $367 Million in Client Assets
Cedar Rapids, Iowa-based advisory team affiliates through Carlson Advisor Networks to support growth, enhance efficiency and expand capabilities
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that IronGate Services (“IronGate”), a Cedar Rapids, Iowa-based advisory firm overseeing approximately $367 million in client assets, has joined Osaic from Ameriprise Financial Services through Carlson Advisor Networks, an Osaic office of supervisory jurisdiction (OSJ).
Led by financial advisor Chad Sarsfield, IronGate also includes Coy Sarsfield, Brennan Dorighi and Jeff Netolicky. The firm primarily serves business owners and is focused on delivering a high-quality client experience while building a platform for continued growth. Chad and his son, Coy, also bring a multigenerational dimension to the business as they work together to serve clients and position the firm for the future.
IronGate selected Osaic for the independence, flexibility and support available through its platform, including business coaching and consulting, technology, investment products and expanded operational resources. Through its affiliation with Carlson Advisor Networks and Osaic, the team expects to create greater efficiency within the practice while maintaining the freedom to serve clients according to their individual needs.
