HUB International Limited (Hub) announced June 6 that it has acquired the assets of CSi Advisory Services, LLC, further expanding the reach of its retirement and wealth advisory services.
Headquartered in Indianapolis, IN, CSi Advisory Services, with $1.1 billion assets under management, is a retirement plan consulting firm focusing on participant outcomes, investment outcomes, and financial coaching and wealth management.
Kristi Baker, Managing Partner of CSi Advisory Services, and Kelli Davis, Vice President of Retirement Plan Consulting, along with the CSi Advisory Services team will join Hub Midwest East.
“Kristi, Kelli and the CSi team bring a shared vision of helping clients fulfill their dream of a successful retirement. We are proud to welcome them to Hub,” Joe DeNoyior, President of Hub Retirement and Private Wealth, said in a statement.
CSi Advisory Services was represented by the Wise Rhino Group for the transaction. Terms of the transaction were not disclosed.
