September 27, 2022

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HUB International EXPANDS RETIREMENT AND Prosperity ADVISORY Providers WITH ACQUISITION OF THE Assets OF CSI ADVISORY Expert services, LLC IN INDIANA

CHICAGO, June 6, 2022 /PRNewswire/ — HUB Intercontinental Confined (Hub), a leading full-services global insurance brokerage and economic expert services agency, announced today that it has acquired the property of CSi Advisory Companies, LLC (CSi Advisory Expert services). Terms of the transaction were not disclosed.

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Headquartered in Indianapolis, Indiana, CSi Advisory Expert services is a retirement prepare consulting company concentrating on participant results, financial commitment results and money coaching and wealth management. CSi Advisory Expert services has $1.1 billion assets underneath administration. Kristi Baker, Handling Spouse of CSi Advisory Providers, and Kelli Davis, Vice President of Retirement Strategy Consulting, and the CSi Advisory Services group will sign up for Hub Midwest East.

“Kristi, Kelli and the CSi crew carry a shared eyesight of supporting purchasers fulfill their desire of a profitable retirement. We are very pleased to welcome them to Hub,” stated Joe DeNoyior, President of Hub Retirement and Non-public Prosperity.

CSi Advisory Expert services was represented by the consulting agency Smart Rhino Team for the transaction.

About Hub Retirement and Personal Prosperity

Hub Retirement and Private Prosperity (“RPW”) gives institutional and retirement solutions to for-earnings and not-for-gain corporations and custom-made personal wealth administration providers to people and family members. Staff members of Hub Global give securities as a result of companion Broker Dealers not affiliated with Hub.  Workforce of Hub supply advisory services through equally affiliated and unaffiliated Registered Expenditure Advisors (RIA). International Retirement Partners, LLC, Millennium Advisory Providers, Inc, TCG Advisors, Hub Financial investment Advisors, LLC, HUB Worldwide Investment Advisory Expert services, Inc., and Sheridan Road Advisors, LLC are wholly owned subsidiaries of Hub Global. Find out much more about Hub Retirement and Private Prosperity.

About Hub’s M&A Functions

Hub International Limited is committed to growing organically and through acquisitions to expand its geographic footprint and strengthen industry and product know-how. For more information on the Hub M&A experience, visit WeAreHub.com.

About Hub International

Headquartered in Chicago, Illinois, Hub Worldwide Restricted is a primary comprehensive-support worldwide insurance broker and money services agency offering risk management, insurance plan, employee benefits, retirement and prosperity administration products and solutions. With extra than 14,000 workers in offices found in the course of North The us, Hub’s extensive community of professionals provides clarity to a altering environment with tailor-made remedies and unrelenting advocacy, so consumers are ready for tomorrow. For far more info, please go to www.hubinternational.com.

Make contact with: 
Media: Jessica Wiltse
Cellphone: 312-596-7573
[email protected]
M&A: Clark Wormer
Phone: 312.279.4848
[email protected]

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Look at initial material to obtain multimedia:https://www.prnewswire.com/news-releases/hub-intercontinental-expands-retirement-and-wealth-advisory-companies-with-acquisition-of-the-belongings-of-csi-advisory-services-llc-in-indiana-301561350.html

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