LPL Financial recently welcomed the Waznik Heike Group, an 11-advisor team based in Menomonie, Wisconsin, with additional ...

A large Wisconsin financial advisory team managing $750 million in assets has left Osaic to join LPL Financial. The Waznik Heike Group, which counts 11 advisors, is moving to LPL’s broker-dealer, ...

Advisor Adam Spiegelman took LPL’s acquisition announcement as a sign to make a career move he’d long considered but hadn’t ...

Brandon Dixon-James joins LPL Financial to launch Resilient Wealth Management, focusing on personalized financial guidance for clients nearing retirement.

SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial’s broker-dealer, Registered Investment ...

As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing ...

SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role ...

Financial advisor Jason Wyatt joins LPL Financial to launch Wyatt Wealth Management, serving $180 million in assets.

Now, with more than 30 years of financial industry experience, Wyatt has earned a reputation as an advisor who takes an individualized approach to wealth management, offering his clients, who are ...