LPL Financial announced that seven financial advisors from five firms joined its broker-dealer, RIA, and custodial platforms. Collectively, they reported serving about $700 million in advisory, brokerage, and retirement plan assets. They joined LPL from Osaic.
Based in the Minneapolis suburb of Maple Grove, the teams – who have a combined 170 years of experience – operated independently in the same building for over a decade. The team includes:
- Michael Matheson, CFP, CRPC, CFS, CDFA, Susan Anderson, CFS, Marie Henrichs, CFP, CFS, of M² Financial Group
- Amy Holewa, CFP, CDFA of Holewa Financial
- Jeff Schuler, CFP of Schuler Financial Advisor Group
- Paul Lyon, CFP, CRPC
- Dan Pias
Even though each practice has its own focus, client base, and support staff, the team regularly collaborates on business and service best practices.
KEY QUOTES:
“I have been watching LPL for some time now and have been consistently impressed by the company’s advisor-centric commitment and their continuous investment in technology and business solutions. When we started making a list of potential new partners to research, I made sure to include LPL. After our initial conversation, we visited LPL headquarters where we were able to meet with various teams, interact with the technology and ask questions. After that meeting, the decision to move to LPL was really a no-brainer.”
“By partnering with LPL, we can focus on the now – by providing a next-level experience for our respective clients and growing our individual practices – as well as the future. With LPL’s practice acquisition and succession programs, we can grow our businesses and set the next generation of advisors up for success. Jeff has already brought his son, Payton, into the fold and Dan recently welcomed his son, Zach, to his practice as well. I am confident that the move to LPL will help elevate each of our respective practices to the next level.”
- Michael Matheson
“We welcome Michael, Susan, Marie, Amy, Jeff, Paul, Dan and their teams to the LPL community and are honored to support the continued collaboration and evolution of each of their respective firms. At LPL, we are committed to helping advisors visualize and develop their perfect practice by offering streamlined and integrated business solutions and personalized support to help them create an elevated experience for their clients. We look forward to supporting each of these advisors for years to come.”
- Scott Posner, LPL Executive Vice President, Business Development
