Midwest Heritage Bank

by | Aug 28, 2018 | What people are saying

“Tom helped us acquire an independent advisor’s practice, performing valuation and other important work to ensure all parties reached a satisfactory agreement. He then led our work in selecting a new broker-dealer and negotiating the most favorable contract...

LPL Financial Institution Services

by | Aug 28, 2018 | What people are saying

“Tom was instrumental in building the recruiting function at LPL. He developed an entire process for adding Financial Consultants that is used throughout the organization. He has an almost sixth sense for getting into a candidate’s head and determining if...

CEO – Compeer Financial

by | Aug 28, 2018 | What people are saying

“Kane Carlton wrote a comprehensive RFP, effectively evaluating the Third Party Marketing firms most fitting our profile. The process included a comprehensive written assessment and specific recommendations. Tom’s first hand knowledge of these service providers...

Compeer Financial

by | Aug 28, 2018 | What people are saying

“Tom not only impressed me with his extensive knowledge of the industry, but particularly with the thoroughness of his work. He provided us with a comprehensive plan that touched on all aspects of the wealth management business. Additionally, in presenting the...

Midwest Heritage Financial Services

by | Aug 28, 2018 | What people are saying

“KaneCarlton was an invaluable resource in not only helping me make some extremely important business and career decisions, but also at actually going beyond purely giving advice to doing the work, with an impressive attention to detail, quick turnaround and...