LPL Financial announced that financial advisors Michael Stevenson, David Johnson, and Nikko Gronhovd, CFP®, of Soundview Wealth Management, LLC have joined the firm’s broker-dealer and Registered Investment Advisor platform. The team joins from D.A. Davidson and reported serving approximately $600 million in advisory, brokerage, and retirement plan assets.
Soundview Wealth Management serves a multigenerational client base, working with individuals and families through various stages of their financial lives. The firm focuses on helping clients navigate wealth transitions, begin investing, and pursue long-term financial goals through personalized advice and relationship-driven service.
The advisors said their practice is distinguished by both long-standing client relationships and a collaborative team-based approach. Many of the firm’s client relationships span multiple generations, allowing the team to support families through different life stages while maintaining continuity in financial planning and wealth management.
The firm utilizes a comprehensive, planning-focused advisory model designed to help clients remain focused on long-term objectives while navigating changing market conditions. In addition to investment management, the advisors provide guidance and decision-making support tailored to each client’s circumstances and goals.
According to the announcement, Soundview Wealth Management selected LPL Financial after evaluating opportunities to improve technology capabilities and operational flexibility. The team cited LPL’s integrated platform, flexibility, transparency, and transition support as key factors in its decision.
LPL Chief Growth Officer Marc Cohen said the firm’s collaborative approach and commitment to serving clients across generations aligns with LPL’s mission of providing advisors with technology, flexibility, and support to help grow their practices and deliver personalized advice.
LPL Financial supports more than 32,000 financial advisors and approximately 1,100 financial institutions, with roughly $2.3 trillion in brokerage and advisory assets under custody and administration.
KEY QUOTES:
“We are different because of our relationships with clients and how our team works together. On the client side, we’ve been fortunate to be part of a practice where many relationships span generations, allowing us to work with families across all stages of life. On our side, it’s a true team approach. We challenge each other, talk things through and make decisions together with the client in mind.”
David Johnson, Financial Advisor, Soundview Wealth Management
“Our role goes beyond selecting investments. We’re here to listen, serve as a sounding board and help clients make thoughtful, informed decisions. By focusing on what matters most for each client, we can provide clarity and confidence throughout their financial journey.”
Nikko Gronhovd, CFP®, Financial Advisor, Soundview Wealth Management
“When the opportunity to explore LPL came up, it felt worth a closer look. From the start, LPL’s approach was straightforward. They walked us through their technology, the flexibility of the platform and how it supports the way we want to work with clients. Just as important, they outlined a transition plan that felt clear and manageable for the people we serve.”
Michael Stevenson, Financial Advisor, Soundview Wealth Management
“We are pleased to welcome the Soundview Wealth Management team to LPL. Their collaborative approach and commitment to serving clients across generations align with LPL’s purpose to empower advisors with the flexibility, technology and support they need to deliver personalized advice and grow their practices.”
Marc Cohen, Chief Growth Officer, LPL Financial
