Acquisition · Adviser / wealth-management
Wallem Associates
Transaction overview
Reported completed
Exact closing date not established.
An undated Lucas Group Financial Advisors announcement reports that it acquired Wallem Associates, an investment advisory firm based in Loves Park, Illinois. The release says Wallem’s team joined Lucas Group and that clients would continue working with their existing advisers. It does not state a publication date, exact closing day, consideration or ownership percentages.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Lucas Group welcomes our new team members from Wallem Associates! ↗
Official source website · Publication date not stated
An undated Lucas Group Financial Advisors announcement reports that it acquired Wallem Associates, an investment advisory firm based in Loves Park, Illinois. The release says Wallem’s team joined Lucas Group and that clients would continue working with their existing advisers. It does not state a publication date, exact closing day, consideration or ownership percentages.