LPL Financial announced that financial advisors Steve Boeckmann and David Wyzgowski have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $350 million in advisory, brokerage and retirement plan assets, and join LPL from VALIC Financial Advisors, the broker-dealer for AIG Retirement Services. With the move, the pair launches BW Wealth Management, an independent financial practice based in Scottsdale, Ariz. With more than four decades of wealth management experience between them, the advisors share a passion for helping their clients create personalized financial plans designed to help them make the most of their retirement years.
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