Financial Design Group (FDG), a Toledo, Ohio-based financial services firm with over 30 years of experience, announced the opening of its ninth branch office in Independence, Ohio, and the addition of veteran advisor Jim Jack and his team from Ameriprise Financial. The move underscores FDG's continued growth and the traction of its supported independence model, which enables advisors to own 100% of their practice while benefiting from the resources of LPL Financial.
Jim Jack, who brings more than 30 years of experience from Ameriprise Financial, is joined by advisors Nicholas Bloomhuff and Ryan Montanari. The team sought a platform that combined the institutional scale of LPL Financial with personalized support. "I wanted to find a place with the institutional scale and resources that come from LPL combined with an environment of support," said Jim Jack. "I didn't want to have to worry about the back office and systems; I want to just focus 100% of my attention on my clients. This structure allowed my team the independence and ownership we were seeking with the personalized support of a firm like FDG."
The new office is located at 4401 Rockside Road, Suite 201, Independence, OH 44131. FDG President Michael Clements emphasized the firm's model: "With our supported independence model, advisors can own their practice without having to build it alone. FDG is strategically structured to empower financial advisors to succeed as business owners by providing customized support and services that align with the unique needs of each advisor and their clients."
Since affiliating with LPL Financial in March 2023, FDG has experienced significant growth, now supporting 20 advisors across nine offices in five states. The firm provides seamless transitions, back-office handling, AI-powered tools, and on-site onboarding. Jason Strasser, Executive Vice President, noted, "We focus on building out our platform with innovative technology and experienced and dedicated support teams to allow our advisors to recapture time so they can focus on the client experience."
This addition marks FDG's latest success in attracting advisor talent, with seven new advisors joining in the past 12 months from firms including Ameriprise, Osaic, Croak Capital, Stifel, and WesBanco. "FDG's model delivers what advisors like Jim and his team are looking for: full ownership without the isolation of going fully independent," said Clements. "We handle the administrative burdens, implementation, and operational details so professionals can prioritize client relationships and growth—proving FDG as the destination firm in today's evolving advisory landscape."
For more information on the Jim Jack team or opportunities, visit FDGONLINE.com. Advisors interested in FDG's supported independence model can learn more at JOINFDG.com.
