Financial Design Group (FDG), announced the opening of its ninth branch office in Independence, OH, with the addition of the Jim Jack team from Ameriprise Financial.
TOLEDO, OH, February 22, 2026 /24-7PressRelease/ -- Financial Design Group (FDG), an 30 year old financial services firm headquartered in Toledo, Ohio, today announced the opening of its ninth branch office in Independence, OH, with the addition of the Jim Jack team from Ameriprise Financial. The move not only expands FDG's footprint but carries a fitting irony: the new location in "Independence" perfectly symbolizes the firm's supported independence model, which empowers financial advisors to own 100% of their practice while benefiting from institutional scale and dedicated support.
"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 unique needs of each advisor and their clients" Michael Clements, President of FDG.
The Jim Jack team, led by Jim Jack and his more than 30 years with Ameriprise Financial, includes experienced wealth advisors Nicholas Bloomhuff and Ryan Montanari. The team brings decades of combined experience in personalized wealth management, retirement planning, and client-focused strategies to FDG's growing network. After a long and successful tenure at Ameriprise, Jim Jack sought a platform that combined LPL Financials' robust resources with genuine, 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, and operates under the same commitment to excellence that defines FDG.
Jason Strasser, Executive Vice President of Financial Design Group, emphasized the firm's ongoing investment in its platform: "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 the competitive war for advisor talent, contributing to seven new advisors joining in the past 12 months from firms including Ameriprise, Osaic, Croak Capital, Stifel, and WesBanco.
Since affiliating with LPL Financial in March 2023, FDG has had great growth and now supports 20 advisors across nine offices, and 5 states, by providing seamless transitions, back-office handling, AI-powered tools, streamlined workflows, and on-site onboarding for a true "soft landing."
"FDG's model delivers what advisors like Jim and his team are looking for: full ownership without the isolation of going fully independent," said Michael Clements, President and CEO of Financial Design Group. "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 to work with a FDG advisor please visit www.fdgonline.com. For Advisors who want to learn about FDG's supported independence model, visit JOINFDG.com.
About Financial Design Group
Headquartered in Toledo, Ohio, Financial Design Group (FDG) is an independent, comprehensive financial services firm committed to helping clients improve their long-term financial success through tailored wealth management. Established in 1995, FDG utilizes a team-based approach, positioning advisors to build lasting client relationships while leveraging specialists for customized solutions. Partnering with LPL Financial, FDG's supported independence model empowers advisors to own their business with integrated operational support, and leveraging LPL's leading platforms, and has access to a dedicated service team at LPL. With 9 offices across 5 states, including the newest in Independence, OH, FDG helps advisors and clients alike achieve brighter futures. Learn more at FDGONLINE.com or JOINFDG.com.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets it serves, supporting more than 30,000 financial advisors nationwide. LPL is steadfast in its commitment to the advisor-centered model, providing independence so advisors can choose the business model, services, and technology that allow them to run their perfect practice and manage client relationships effectively. Simply put, LPL takes care of advisors so they can take care of their clients.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Financial Design Group, Inc. and LPL Financial are separate entities.
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